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- Tasks: Join a boutique firm as a Paraplanner, supporting advisers and clients with expert financial advice.
- Company: A leading independent wealth planning firm in Putney, focused on exceptional client service.
- Benefits: Competitive salary, full study support for Chartered status, and attractive holiday allowance.
- Why this job: Make a real impact in financial planning while developing your career in a supportive environment.
- Qualifications: Level 4 qualified Paraplanner, ideally working towards or holding Chartered Status.
- Other info: Opportunities for professional growth and long-term career aspirations to become an adviser.
The predicted salary is between 40000 - 50000 £ per year.
Job Description
Our client, a boutique independent wealth planning firm in Putney, is seeking a skilled Paraplanner to join their team. Specialising in whole-of-market financial advice, they serve high-net-worth (HNW) retirees, accumulators, local families, and SME owners primarily based in London and the surrounding home counties. Clients have diverse investment levels, with top clients possessing over £1 million in assets, predominantly from the creative industries. The firm offers comprehensive advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both personal and business), and esoteric schemes such as VCT & EIS.
The firm prioritises exceptional client service and satisfaction, maintaining a highly ethical approach and a focus on lifestyle financial planning. With a very high client retention rate and longstanding relationships, they support their advisers with a highly experienced team of pooled Administrators and Paraplanners. Continuous professional development and industry exams are encouraged to help staff progress as both professionals and individuals.
The Managing Director is creating a new Paraplanner role to enhance the team. In this position, you will:
- Attend client meetings with advisers
- Serve as the technical expert and primary contact for report writing and complex cases
- Collaborate closely with advisers to determine the best course of action for each client
- Provide genuine input into the advice given, beyond just writing Suitability Reports
This role is ideal for a Level 4 qualified Paraplanner, preferably working towards or already holding Chartered Status. Long-term aspirations to become an adviser are supported for the right candidate.
Benefits
- Salary: £40k – £50k basic salary
- Full study support towards Chartered status
- Attractive benefits package and holiday allowance
If this role interests you or you want to learn more about other opportunities, please get in touch with Joanna Clark.
Paraplanner Vacancy - £40k - £50k - Boutique IFA - Putney (SW London) employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner Vacancy - £40k - £50k - Boutique IFA - Putney (SW London)
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Paraplanner role.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios specific to paraplanning. Think about how you can showcase your technical expertise and client service skills. We want you to shine when it’s your turn to impress!
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Check out our website for tailored opportunities that fit your aspirations. We’re here to help you find the right match!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It keeps you fresh in their minds and demonstrates your professionalism. Let’s make sure they remember you!
We think you need these skills to ace Paraplanner Vacancy - £40k - £50k - Boutique IFA - Putney (SW London)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience with financial advice, report writing, and client interactions. We want to see how your skills align with our focus on exceptional client service!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for financial planning and why you’re excited about joining our boutique firm. Let us know how you can contribute to our team and support our clients.
Showcase Your Qualifications: Since we’re looking for a Level 4 qualified Paraplanner, make sure to mention your qualifications clearly. If you’re working towards Chartered Status, let us know! We love supporting continuous professional development.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
How to prepare for a job interview at Financial Divisions
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around pensions, investments, and tax planning. Being able to discuss these topics confidently will show that you're not just a Paraplanner but a valuable asset to their team.
✨Showcase Your Client-Centric Approach
Since the firm prioritises exceptional client service, be prepared to share examples of how you've gone above and beyond for clients in the past. Highlighting your commitment to client satisfaction will resonate well with them.
✨Prepare Questions
Think of insightful questions to ask during the interview. This could be about their approach to lifestyle financial planning or how they support continuous professional development. It shows you're genuinely interested in the role and the company.
✨Demonstrate Team Collaboration
As this role involves working closely with advisers, be ready to discuss your experience in collaborative environments. Share specific instances where teamwork led to successful outcomes, as this will align with their focus on a supportive team dynamic.
