At a Glance
- Tasks: Provide end-to-end paraplanning support across pensions, investments, and tax planning.
- Company: Established Wealth Management firm in the heart of London.
- Benefits: Competitive salary, bonus, and collaborative team environment.
- Other info: Pod style training and excellent career development opportunities.
- Why this job: Join a growing team and access clients from day one!
- Qualifications: Diploma qualified with strong technical knowledge and client contact experience.
The predicted salary is between 45000 - 55000 £ per year.
An established Firm of Wealth Managers, based in the heart of London, is looking for an experienced Paraplanner to join its growing team. The firm has been operating for many years and has a full team of financial advisers, looking after professionals, entrepreneurs, and HNW private individuals across London and the UK. Clients typically hold between £300k and £5m+ in investable assets, with several clients above £10m. The business is built on long-standing client relationships, supported by introductions through its connections with a number of professionals.
Following a strong twelve months and a healthy flow of new business, the Director is now adding to the paraplanning team. You will provide end-to-end paraplanning support to the advisers across pensions, investments, tax planning, retirement planning, and IHT, preparing recommendations and reports, supporting client reviews, and helping keep new business moving through efficiently.
About you:
- Diploma qualified - Must
- Strong technical knowledge across pensions and investments
- Client contact experience
- Deep cash flow modelling understanding, Voyant would be highly advantageous
What's on offer:
- £45,000 - £55,000 basic salary plus bonus and benefits
- A collaborative team of experienced Paraplanners and advisers
- Pod style training and support
- Access to clients from day 1!
Senior Paraplanner route to Adviser - London / Hybrid - £45,000 - £55,000 + bonus and benefits employer: Financial Divisions
Join a prestigious firm of Wealth Managers in the heart of London, where you will be part of a collaborative and experienced team dedicated to providing exceptional financial advice. With a strong focus on employee growth, you will benefit from pod-style training and immediate client access, ensuring a meaningful and rewarding career path. The firm's commitment to long-standing client relationships and a supportive work culture makes it an excellent employer for those looking to advance in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner route to Adviser - London / Hybrid - £45,000 - £55,000 + bonus and benefits
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Financial Divisions. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Paraplanner route to Adviser - London / Hybrid - £45,000 - £55,000 + bonus and benefits
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Financial Divisions.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Financial Divisions's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Financial Divisions
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Financial Divisions.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Financial Divisions will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Financial Divisions employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
