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For Companies At a Glance
- Tasks: Support Advisers by producing recommendations and client assessments in financial planning.
- Company: Join a fast-growing, award-winning financial planning firm in the heart of London.
- Benefits: Enjoy hybrid working, access to cutting-edge tools, and a collaborative culture.
- Why this job: Be part of a forward-thinking team that empowers clients with smarter financial decisions.
- Qualifications: Chartered Status (CII) and 5 years' experience in financial planning required.
- Other info: Engage in monthly insight forums and drive your own professional development.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
Are you a Chartered Paraplanner ready to take your career to the next level within a dynamic, multi-disciplinary financial planning practice? We’re working with a highly respected and fast-growing firm based in the heart of the City of London, known for delivering exceptional client service and winning multiple industry awards.
This is a rare opportunity to join a forward-thinking team that blends cutting-edge technology, behavioural finance insights, and global investment expertise to empower clients to make smarter financial decisions.
The Role
As a Chartered Paraplanner, you’ll play a pivotal role in supporting Advisers and contributing to the firm’s mission of delivering tailored, high-quality financial planning. You’ll work closely with the Paraplanning Manager and wider team to produce accurate recommendations, suitability reports, and client review assessments across investments, pensions (including DB schemes), protection, and complex tax planning.
You’ll also have the opportunity to contribute to proposition governance, share technical insights, and support client meetings—both virtually and face-to-face.
What We’re Looking For
- Chartered Status (CII) is essential
- Minimum 5 years’ experience in a busy financial planning environment
- Strong technical knowledge across pensions, investments, protection, and tax
- Exceptional attention to detail and ability to manage multiple deadlines
- Confident communicator with a collaborative mindset
- Proficiency in Adobe, Word, Excel, Outlook, and CRM systems (Enable preferred)
Why Apply?
- Join a firm with a clear vision and award-winning reputation
- Work in a collaborative, client-centric culture
- Benefit from hybrid working and a central London location
- Engage in proposition governance and monthly insight forums
- Access cutting-edge tools and global investment expertise
- Drive your own CPD and cross-skill with a high-performing team
Location
City of London Hybrid Working Available
Ready to make your mark in a firm that’s redefining financial planning? Apply now or contact us for a confidential discussion.
Please email to Ursula at financial Divisions.
Chartered Paraplanner - Award-Winning Financial Planning Firm, City of London, Hybrid Working employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Paraplanner - Award-Winning Financial Planning Firm, City of London, Hybrid Working
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working as Chartered Paraplanners. Attend industry events or webinars to connect with potential colleagues and learn more about the firm's culture.
✨Tip Number 2
Familiarise yourself with the latest trends in financial technology and behavioural finance. Being knowledgeable about these areas will not only impress during interviews but also show your commitment to staying ahead in the field.
✨Tip Number 3
Prepare to discuss specific examples of how you've contributed to client success in previous roles. Highlight your experience with complex tax planning and investment strategies to demonstrate your technical expertise.
✨Tip Number 4
Showcase your collaborative mindset by preparing to discuss how you've worked effectively within teams in the past. Emphasise your communication skills and ability to manage multiple deadlines, as these are key attributes for the role.
We think you need these skills to ace Chartered Paraplanner - Award-Winning Financial Planning Firm, City of London, Hybrid Working
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Chartered Status and relevant experience in financial planning. Emphasise your technical knowledge across pensions, investments, protection, and tax, as well as your ability to manage multiple deadlines.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the firm's mission. Mention specific examples of how you've contributed to client service in previous roles and your collaborative mindset.
Highlight Technical Skills: In your application, clearly outline your proficiency in Adobe, Word, Excel, Outlook, and any CRM systems you have used, particularly Enable. This will demonstrate your readiness to engage with the firm's technology-driven approach.
Showcase Continuous Professional Development: Mention any ongoing training or CPD activities you are involved in. This shows your commitment to staying updated in the financial planning field and aligns with the firm's emphasis on professional growth.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Chartered Status
Make sure to highlight your Chartered Status (CII) during the interview. This is a key requirement for the role, so be prepared to discuss how your qualifications have equipped you with the necessary skills and knowledge in financial planning.
✨Demonstrate Technical Knowledge
Be ready to discuss your technical expertise across pensions, investments, protection, and tax. Prepare examples from your past experience that showcase your ability to produce accurate recommendations and suitability reports.
✨Emphasise Attention to Detail
Since the role requires exceptional attention to detail, consider sharing specific instances where your meticulousness has positively impacted your work. This could include managing multiple deadlines or ensuring accuracy in client assessments.
✨Communicate Confidently
As a confident communicator, you should be able to articulate your thoughts clearly and collaborate effectively. Practice discussing complex financial concepts in simple terms, as this will demonstrate your ability to support client meetings and engage with the team.
