At a Glance
- Tasks: Support financial advisers by preparing detailed reports and analysis for clients.
- Company: Chartered independent wealth planning firm with a strong reputation and growth plans.
- Benefits: £39k salary, bonuses, 25 days leave plus birthday off, and professional development opportunities.
- Other info: Great career progression with ongoing training and support from experienced managers.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Experience in pensions, investments, and tax planning is essential.
The predicted salary is between 39000 - 39000 £ per year.
Paraplanner vacancy in Farnborough offices (Hampshire) £39k plus bonuses and benefits.
- 25 days annual leave plus your birthday off
- DIS benefits, Holiday Purchase Scheme
- Pay rises per Chartered exam you complete
My client is a Chartered independent wealth planning firm with offices across the UK. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup, they manage the affairs of clients with assets ranging from £150k - £10m.
The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT EIS schemes. They have longstanding relations with accountancy and solicitor practices who refer business and have big expansion plans over the next 5 years.
The support team comprises experienced Administrators and Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing.
The Managing Director requires an experienced Paraplanner in their Farnborough office who will work amongst a team of 10 other Paraplanners of varying abilities and levels of experience. You will report into a dedicated Paraplanning Manager who will train and guide you through the role and help upskill you.
A sound knowledge of the admin process across pensions, investments, tax planning and retirement planning is necessary. There is a route to advising via my client's adviser academy.
If this role sounds of interest or any other roles I am working on please get in touch.
Paraplanner in Hampshire employer: Financial Divisions
Join a leading Chartered independent wealth planning firm in Farnborough, where you will be part of a supportive team dedicated to your professional growth. With competitive salaries, generous benefits including 25 days annual leave plus your birthday off, and a clear pathway to becoming an adviser through their academy, this is an excellent opportunity for Paraplanners looking to advance their careers in a thriving environment. The company fosters a collaborative culture, ensuring that every employee is valued and encouraged to develop their skills while managing a diverse portfolio of high-net-worth clients.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Hampshire
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who might know about paraplanning roles. Attend industry events or webinars to meet potential employers and get your name out there.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions, investments, and tax planning. We want you to showcase your expertise and how you can add value to the team. Practice common interview questions and have examples ready!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds and shows your enthusiasm.
✨Tip Number 4
Apply through our website for the best chance at landing that paraplanner gig! We’ve got all the latest roles listed, and applying directly shows you’re serious about joining the team. Let’s get you that dream job!
We think you need these skills to ace Paraplanner in Hampshire
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your experience in pensions, investments, and tax planning, as these are key areas for us. Use specific examples that showcase your skills and achievements.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Explain why you're interested in this role and how your background aligns with our needs. Be genuine and let your personality come through – we want to see the real you!
Showcase Your Knowledge:Demonstrate your understanding of the financial advice landscape. Mention any relevant qualifications or ongoing CPD efforts. This shows us that you're committed to professional growth and ready to contribute to our team.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures it gets into the right hands quickly. Plus, it shows us you're proactive!
How to prepare for a job interview at Financial Divisions
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, tax planning, and retirement planning. Familiarise yourself with the specific services the firm offers, especially around HNW clients and esoteric schemes like VCT and EIS. This will show that you're not just interested in the role but also understand the industry.
✨Showcase Your Experience
Prepare to discuss your previous experience as a Paraplanner or in related roles. Be ready to share specific examples of how you've supported advisers, managed client affairs, or contributed to financial planning processes. This will help demonstrate your capability and fit for the team.
✨Ask Insightful Questions
Come prepared with questions that show your interest in the company’s growth and your potential role within it. Inquire about their expansion plans, the support you'll receive from the Paraplanning Manager, and opportunities for professional development. This shows you're thinking long-term.
✨Be Yourself
While it's important to be professional, don’t forget to let your personality shine through. The firm values a supportive team environment, so showing that you can fit in with the culture and work well with others is key. Relax, be genuine, and let them see the real you!
