Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support a senior Financial Planner by creating high-quality financial plans and attending client meetings.
- Company: Join a reputable wealth management firm known for client loyalty and staff care.
- Benefits: Enjoy hybrid working, a comprehensive study package, and opportunities for career growth.
- Why this job: Develop your skills in a dynamic team while making a real impact on clients' financial futures.
- Qualifications: Must have at least 2 years of paraplanning experience and a Level 4 Diploma.
- Other info: Study support available to help you achieve Chartered Status.
The predicted salary is between 42000 - 66000 £ per year.
SENIOR PARAPLANNER (Client facing opportunity) - St Albans area - To c £55k, very comprehensive study package including Bonus, hybrid working, opportunity to grow pension, study support towards achieving Chartered Status, great career path.
Excellent opportunity for a Diploma Qualified Senior Paraplanner to develop further your Client facing skills with a very reputable local wealth management firm which has developed over the years an excellent local presence known for both their Client loyalty coupled with their care for their staff.
Opportunity Highlights
- Provide full paraplanning support to a senior Financial Planner producing high-quality financial plans for clients.
- Enjoy developing your technical paraplanning skills further.
- Attend Client meetings and be part of the Advice process.
- Review client information from fact finds, meeting notes and existing records, undertake research and collate supporting documentation and application paperwork for the advice.
- Provide full analysis of a Client’s needs, researching solutions and writing compliant and suitable recommendations for all clients.
- Full lifetime cashflow modelling to develop the client’s holistic financial plan, current cashflow modelling experience required.
- Perfect structured career path with excellent mentoring.
- A minimum of 2 years pure paraplanning experience with Client facing and Level 4 Diploma essential.
- Study support provided to assist with Advanced papers to achieve your Chartered Status.
If you are looking to join a dynamic and progressive team, send your CV to Sam Negbenebor on samn@financialdivisions.co.uk.
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who are already working as paraplanners. Attend industry events or webinars to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest financial planning software and tools used in paraplanning. Being proficient in these technologies can set you apart from other candidates and show your commitment to the role.
✨Tip Number 3
Prepare for client-facing scenarios by practising your communication skills. Role-play common client interactions with a friend or mentor to build confidence and demonstrate your ability to engage effectively with clients.
✨Tip Number 4
Research the company’s values and recent achievements. Tailoring your conversations during interviews to reflect your alignment with their mission can significantly enhance your chances of landing the job.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience, especially any client-facing roles. Emphasise your Level 4 Diploma and any relevant skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your desire to develop your client-facing skills. Mention specific experiences that demonstrate your ability to provide high-quality financial plans.
Highlight Relevant Experience: In your application, focus on your previous paraplanning roles, particularly those involving cashflow modelling and client meetings. Use examples to illustrate how you've successfully supported financial planners in the past.
Show Enthusiasm for Growth: Express your eagerness to take advantage of the study support offered for achieving Chartered Status. This shows your commitment to professional development and aligns with the company's values.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Client-Facing Skills
As a Senior Paraplanner, you'll be interacting with clients regularly. Be prepared to discuss your previous experiences in client meetings and how you've effectively communicated complex financial concepts to clients.
✨Demonstrate Technical Knowledge
Make sure you brush up on your technical paraplanning skills, especially around cashflow modelling and financial planning strategies. Be ready to discuss specific examples of how you've applied these skills in your past roles.
✨Research the Company
Understand the wealth management firm's values, culture, and client base. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Prepare Questions for the Interviewer
Having insightful questions ready shows your enthusiasm for the role. Ask about the mentoring process, opportunities for professional development, or how they support staff in achieving Chartered Status.
