At a Glance
- Tasks: Provide end-to-end paraplanning support across pensions, investments, and tax planning.
- Company: An established firm of Wealth Managers based in the heart of London.
- Benefits: Salary of £45,000 – £55,000 plus bonus, beautiful offices, and pod-style training.
- Other info: Position requires 3 days in the office per week.
- Why this job: Realistic route to Adviser with access to clients from day one.
- Qualifications: Strong technical knowledge in pensions and investments; experience with Voyant is advantageous.
The predicted salary is between 45000 - 55000 £ per year.
An established Firm of Wealth Managers, based in the heart of London, is looking for an experienced Paraplanner to join its growing team. The firm has been operating for many years and has a full team of financial advisers, looking after professionals, entrepreneurs and HNW private individuals across London and the UK. Clients typically hold between £300k and £5m+ in investable assets, with several clients above £10m. The business is built on long‑standing client relationships, supported by introductions through its connections with a number of professionals. Following a strong twelve months and a healthy flow of new business, the Director is now adding to the paraplanning team.
Responsibilities:
- You will provide end-to-end paraplanning support to the advisers across pensions, investments, tax planning, retirement planning and IHT: preparing recommendations and reports, supporting client reviews, and helping keep new business moving through efficiently.
Qualifications:
- Strong technical knowledge across pensions and investments
- Deep cash flow modelling understanding; experience with Voyant highly advantageous
Benefits:
- £45,000 – £55,000 basic salary plus bonus and benefits
- A collaborative team of experienced Paraplanners and advisers
- Beautiful offices with a pool table and free coffee
- Pod‑style training and support
- Access to clients from day 1!
Senior Paraplanner – Wealth Management employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner – Wealth Management
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Financial Divisions. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Financial Divisions.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Financial Divisions. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Senior Paraplanner – Wealth Management
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Financial Divisions and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Financial Divisions how you can be a team player!
How to prepare for a job interview at Financial Divisions
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Financial Divisions.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Financial Divisions's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
