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- Tasks: Support a high-performing Director and Adviser, producing reports and attending client meetings.
- Company: Join an award-winning Chartered IFA practice in London, known for its excellence.
- Benefits: Enjoy a competitive salary up to £50k, bonuses, and a collaborative culture.
- Why this job: Gain exposure to high-net-worth clients and a clear path to becoming an Adviser.
- Qualifications: Minimum 2 years as a Paraplanner, Level 4 Diploma qualified, with strong attention to detail.
- Other info: This role offers mentorship from a respected director and a dynamic team environment.
The predicted salary is between 36000 - 60000 £ per year.
Are you a driven Paraplanner with aspirations to step into an advisory role? This is a standout opportunity to join an award-winning Chartered IFA practice in London, supporting a high-performing Director and top-billing Financial Adviser. You'll be at the heart of a dynamic and high-achieving team, contributing to the full client journey — from producing suitability reports and undertaking detailed cashflow modelling, to attending client meetings and helping deliver exceptional outcomes.
What we’re looking for:
- A minimum of 2 years' experience as a Paraplanner within an IFA or wealth management firm
- Level 4 Diploma qualified (or above)
- Meticulous attention to detail, strong technical knowledge, and a passion for delivering client-focused advice
- A self-starter with the ambition to grow into an advisory role
Why join?
- Work closely with a director who’s known for mentoring rising stars
- Exposure to high-net-worth clients and complex planning scenarios
- Genuine path to an Adviser position
- Collaborative, progressive, and award-winning culture
If you're ready to take that next step and grow into a trusted financial adviser, this could be the career move that defines your future.
Paraplanner to Adviser employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner to Adviser
✨Tip Number 1
Network with professionals in the financial advisory field. Attend industry events, seminars, or webinars where you can meet potential colleagues and mentors who can provide insights into the role and possibly refer you to opportunities.
✨Tip Number 2
Showcase your ambition to transition into an advisory role during informal conversations. Discuss your career goals with current advisers or mentors, as they may offer guidance or even recommend you for positions that align with your aspirations.
✨Tip Number 3
Stay updated on industry trends and regulations. Being knowledgeable about the latest developments in financial planning will not only enhance your technical skills but also demonstrate your commitment to the profession during interviews.
✨Tip Number 4
Prepare to discuss specific examples of how you've contributed to client outcomes in your previous roles. Highlighting your experience with cashflow modelling and suitability reports will show your readiness to take on more responsibility as an adviser.
We think you need these skills to ace Paraplanner to Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, especially any relevant achievements and skills that align with the job description. Emphasise your Level 4 Diploma and any specific projects or client interactions that showcase your attention to detail and technical knowledge.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your ambition to transition into an advisory role. Mention why you are drawn to this particular Chartered IFA practice and how you can contribute to their success.
Showcase Relevant Experience: In your application, provide examples of your past work that demonstrate your ability to produce suitability reports, conduct cashflow modelling, and engage with clients. This will help illustrate your readiness for the responsibilities of the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or inconsistencies. A polished application reflects your meticulous attention to detail, which is crucial for this position.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Technical Knowledge
Make sure to brush up on your technical knowledge related to financial planning and wealth management. Be prepared to discuss specific scenarios where you've applied your skills, as this will demonstrate your expertise and readiness for the role.
✨Demonstrate Client-Focused Mindset
Since the role involves delivering exceptional outcomes for clients, be ready to share examples of how you've prioritised client needs in your previous roles. Highlight any experiences where you went above and beyond to ensure client satisfaction.
✨Express Your Ambition
Clearly communicate your aspirations to transition into an advisory role. Discuss your long-term career goals and how this position aligns with them, showing that you're not just looking for a job, but a pathway to growth.
✨Prepare Questions for the Interviewer
Have thoughtful questions ready for the interviewer about the company culture, mentorship opportunities, and the types of clients you'll be working with. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
