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- Tasks: Build bespoke financial plans and provide top-notch client service.
- Company: Reputable Chartered Wealth Management firm with a focus on HNW and UHNW clients.
- Benefits: Market-leading salary, equity opportunities, and a competitive benefits package.
- Other info: Direct mentorship from the founding partner and clear pathways for career progression.
- Why this job: Join a dynamic team and shape your career while working closely with clients.
- Qualifications: Strong technical expertise in finance and a passion for client relationships.
The predicted salary is between 75000 - 75000 ÂŁ per year.
Location: London
Salary: Up to ÂŁ75k + benefits including equity
About my client: My client is a highly reputable Chartered Wealth Management firm, that specialises in the HNW to UHNW space. They have a demonstrable track record of year‑on‑year organic growth within this niche marketplace and are in the enviable position of gaining all their new business from referrals and recommendations. They take a truly holistic approach with their clients, covering the intergenerational transfer of assets and working with third party professionals, including Solicitors, Trustees and Accountants.
The Role: We are seeking an experienced Chartered Paraplanner who thrives on the technical aspects of the role and enjoys being client‑facing. This is not a back‑office role; you will be at the heart of the client relationship, attending client meetings, working closely with the Founding Partner, and assisting in the design and delivery of highly tailored and complex financial strategies.
Responsibilities:
- Building complex, bespoke financial plans
- Technical analysis and research across pensions, investments, trusts, estate planning, and tax planning
- Attending client meetings and contributing directly to advice delivery
- Drafting complex reports and cash‑flow models
- Supporting clients with a first‑class service alongside the Adviser and wider Administrator Team
Why This Role? This is a career‑defining move for a Senior Paraplanner who wants more than just technical work. The future opportunity is to work closely with the Founding Partner to enable them to fully hand over their client bank to you, to allow them to focus more on the management and future direction of the business. At this point you will get equity in the business.
What you will get from the role:
- Client‑facing exposure from day one
- Working with HNW and UHNW clients
- The chance to shape processes and technical standards within the firm
- A clear pathway to becoming an Adviser
- Ownership of the Partners clients
- The opportunity to own equity in the business as part of your long‑term career progression
Qualifications:
- Strong technical expertise in pensions, investments, trusts, estate planning, and IHT planning
- Analytical, detail‑oriented, and ambitious
- Enjoys working closely with clients and building lasting relationships
- Looking for a role that combines technical excellence with future client ownership
What’s on Offer:
- Market leading salary, competitive benefits package and equity
- Direct mentorship from the founding Partner
- Exposure to complex, high‑value client cases
- A supportive, collaborative team environment
- Excellent on‑the‑job mentoring and training
- Long‑term career progression
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Other
Paraplanner employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. The more people you know, the better your chances of landing that dream Paraplanner role.
✨Tip Number 2
Show off your skills in interviews! Be ready to discuss your technical expertise in pensions, investments, and estate planning. Use real-life examples to demonstrate how you've helped clients in the past.
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. We recommend checking out our website for tailored opportunities that fit your aspirations as a Chartered Paraplanner.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm for the role and helps build a connection with potential employers.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Paraplanner role. Highlight your technical expertise in pensions, investments, and estate planning to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share why you're passionate about working with HNW and UHNW clients and how you can contribute to our holistic approach. Be genuine and let your personality come through.
Showcase Your Client-Facing Experience: Since this role is all about client interaction, emphasise any previous experience where you've built strong relationships. We want to see how you can bring that first-class service to our clients!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Financial Divisions
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, trusts, and estate planning. Be ready to discuss complex financial strategies and demonstrate your analytical skills during the interview.
✨Showcase Your Client-Facing Skills
Since this role is client-facing, prepare examples of how you've built relationships with clients in the past. Think about specific situations where you provided exceptional service or resolved issues effectively.
✨Understand the Company Culture
Research the firm’s approach to wealth management and their holistic philosophy. Being able to articulate how your values align with theirs will show that you're a great fit for their team.
✨Prepare Questions
Have thoughtful questions ready for the interviewers. Ask about their processes, the team dynamics, and how they envision the future of the firm. This shows your genuine interest in the role and the company.