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- Tasks: Support a high billing adviser with report writing, research, and client meetings.
- Company: Join a reputable wealth planning practice in Central London with over 20 years of experience.
- Benefits: Enjoy a £50k salary, bonuses, hybrid working, and comprehensive health benefits.
- Why this job: Fast-paced role with a clear path to becoming an adviser while working with interesting clients.
- Qualifications: Diploma qualified candidates with knowledge of financial products are preferred.
- Other info: A supportive team culture where everyone helps each other and has fun.
The predicted salary is between 42000 - 70000 £ per year.
A Paraplanner is needed to support a high billing Adviser with a route to an Adviser role in 3 years. The position offers a £50k basic salary plus bonuses and benefits, based in London with hybrid working options.
The client is a wealth planning practice in Central London, operating for over 20 years, with an excellent reputation for providing solid financial advice to over 1000 HNW & UHNW clients.
The Managing Director seeks a diploma qualified Paraplanner to support an accomplished adviser dealing with younger banking professionals with high incomes and a minimum of £3m of invested assets. This fast-paced role involves:
- End to end report writing
- Technical research
- Aiding advisers in compiling advice
- Cashflow modelling
- Fact finds
- Preparation and follow-up for annual reviews and client meetings
A broad range of experience and knowledge across various financial products (Pensions, Investments, Tax Planning, Retirement Planning, Protections, etc.) is crucial.
The role will initially be office-based, transitioning to hybrid working once established. The MD offers a £50k basic salary with an attractive benefits package, including Death in Service, Private Medical, and Life Insurance.
There is a clear path to becoming an adviser in 3+ years, with mentorship from an adviser who has taken the traditional route from admin to paraplanner to adviser.
If you are looking for a supportive environment where staff actively help each other while enjoying their work, this role is perfect for you.
For interest in this role or others, please contact: peter@financialdivisions.co.uk
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the specific financial products mentioned in the job description, such as pensions, investments, and tax planning. This knowledge will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the wealth planning sector, especially those who work with HNW and UHNW clients. Engaging with industry peers can provide valuable insights and potentially lead to referrals or recommendations.
✨Tip Number 3
Prepare to discuss your understanding of cashflow modelling and report writing during interviews. Being able to articulate your experience or knowledge in these areas will set you apart from other candidates.
✨Tip Number 4
Show enthusiasm for the mentorship aspect of the role. Expressing your eagerness to learn from an experienced adviser can highlight your long-term commitment to growing within the company.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with tasks like report writing, technical research, and cashflow modelling, as these will be key in your application.
Tailor Your CV: Highlight relevant experience in financial planning, particularly with HNW and UHNW clients. Emphasise any qualifications, such as diplomas, and specific skills related to pensions, investments, and tax planning.
Craft a Compelling Cover Letter: Use your cover letter to express your enthusiasm for the role and the company. Mention why you are interested in working with high-income clients and how your background makes you a suitable candidate for this fast-paced environment.
Showcase Your Soft Skills: In addition to technical skills, highlight your ability to work in a team and support advisers. Mention any experiences that demonstrate your collaborative nature and willingness to learn from others in a supportive environment.
How to prepare for a job interview at Financial Divisions
✨Know Your Financial Products
Make sure you have a solid understanding of various financial products such as pensions, investments, and tax planning. Be prepared to discuss how these products can benefit high-net-worth clients, as this knowledge will be crucial in your role.
✨Demonstrate Your Report Writing Skills
Since report writing is a key part of the Paraplanner role, bring examples of your previous work or be ready to discuss your approach to creating comprehensive reports. Highlight your attention to detail and ability to convey complex information clearly.
✨Show Enthusiasm for Learning
Express your eagerness to learn from the adviser you’ll be supporting. Discuss your career aspirations and how you see yourself progressing to an adviser role in the future. This shows that you are committed to your professional development.
✨Prepare Questions About the Company Culture
Since the company values a supportive environment, prepare thoughtful questions about team dynamics and collaboration. This not only shows your interest in the workplace culture but also helps you assess if it’s the right fit for you.
