At a Glance
- Tasks: Provide expert support in financial planning and paraplanning for clients and advisers.
- Company: Established financial planning firm with a supportive and friendly culture.
- Benefits: Salary up to £45,000, generous holiday allowance, pension scheme, and professional development support.
- Other info: Long-term career opportunity in a dynamic and reliable environment.
- Why this job: Join a growing business with genuine hybrid flexibility and excellent work/life balance.
- Qualifications: 5+ years in IFA sector, ideally Level 4 qualified, with strong technical knowledge.
The predicted salary is between 39600 - 48400 £ per year.
An excellent opportunity has arisen with an established, local financial planning firm in the Hitchin / Stevenage area for an experienced IFA Support professional or Paraplanner. This is a fantastic opportunity for someone with 5+ years' experience within the IFA sector who is looking for a long-term role, excellent earning potential and genuine flexibility.
The ideal candidate should have:
- 5+ years' experience within the IFA / Financial Planning sector
- Ideally Level 4 qualified, or close to achieving Level 4
- Strong experience in IFA administration, technical support and/or paraplanning
- Confident using AI and modern technology
- Excellent attention to detail and strong technical knowledge
- Confident and professional personality
- Comfortable dealing with advisers, clients and colleagues
- Looking to remain in a Senior Support / Paraplanning role long term
- Mature, reliable and able to work independently
Salary & Benefits:
- Salary up to £45,000, depending on experience and qualifications
- Hybrid working - initially 4 days per week in the office while settling into the role, with the opportunity to move to a more flexible hybrid arrangement as trust and relationships develop
- Generous holiday allowance
- Pension scheme
- Support with professional development and qualifications
- Friendly, established and supportive working environment
- Long-term career opportunity with a growing financial planning business
- Excellent work/life balance once established within the role
The firm is particularly keen to find someone who enjoys the technical and support side of financial planning and is not necessarily looking to move into an adviser position. This is a rare opportunity for an experienced IFA professional to secure a well-paid, stable position with genuine hybrid flexibility.
Senior IFA Paraplanner / Senior IFA Support, Hitchin / Stevenage Up to &45,000 + Benefits Hybrid employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.
StudySmarter Expert Advice🤫
We think this is how you could land Senior IFA Paraplanner / Senior IFA Support, Hitchin / Stevenage Up to &45,000 + Benefits Hybrid
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Financial Divisions. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Financial Divisions.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Financial Divisions. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Senior IFA Paraplanner / Senior IFA Support, Hitchin / Stevenage Up to &45,000 + Benefits Hybrid
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Financial Divisions and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Financial Divisions how you can be a team player!
How to prepare for a job interview at Financial Divisions
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Financial Divisions.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Financial Divisions's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
