At a Glance
- Tasks: Write suitability reports and conduct research on pensions, investments, and tax planning.
- Company: A privately owned Chartered wealth management firm with a strong reputation in London and the South East.
- Benefits: Salary of £40,000 to £50,000, private medical insurance, and 25 days annual leave.
- Other info: Opportunity to work with high net worth clients with investable assets from £500,000 to £30 million.
- Why this job: This role offers a clear pathway to Chartered Adviser Status with strong management support.
- Qualifications: Candidates must be Level 4 Diploma qualified or progressing towards it with two years of paraplanning experience.
The predicted salary is between 40000 - 50000 £ per year.
This privately owned, Chartered wealth management firm has built an exceptional reputation advising high net worth (HNW) and ultra-high net worth private clients (UHNW), families, trusts, and businesses across London and the South East. It is a business that has grown consistently and deliberately, guided by a leadership team with a clear vision and the experience to execute it.
The Directors are now looking to bring in an ambitious and technically capable paraplanner who has decided, with conviction, that financial advice is the career they want to build. This is a genuine paraplanning role with guaranteed support from the management team.
There is a structured and genuine commitment to developing the right candidate into a fully qualified chartered financial adviser, including support through to Competent Adviser Status (CAS) and unwavering encouragement to pursue Chartered examinations in due course. In the meantime, you will be doing work that categorically prepares you for that transition.
You will attend client meetings alongside experienced senior advisers, gaining direct exposure to households with investable assets ranging from £500,000 to £30 million. You will write suitability reports, conduct research across pensions, investments, retirement planning, tax planning and inheritance tax, and develop your cashflow modelling skills in a real and demanding client environment.
Every element of the role is designed to build you into the kind of adviser this firm is proud to have representing it. You will be Level 4 Diploma qualified or progressing steadily towards it, and you will bring at least two years of paraplanning experience alongside a genuine enthusiasm for client work and technical excellence. The way you present yourself and your work will reflect the standard this firm maintains across everything it does.
The package on offer includes a salary of £40,000 to £50,000 with flexibility for an exceptional candidate, a discretionary bonus, private medical insurance, death in service benefit, a company pension and entry into a BUPA scheme alongside 25 days annual leave.
For the right individual this is the kind of opportunity that could determine your career trajectory. If you are a paraplanner who is ready to take the next definitive step and wants to do so within a firm that will invest in, and mentor you, then we would very much welcome a confidential conversation. All enquiries are handled with complete discretion.
ParaPlanner (Pathway to Chartered Adviser Status) Guildford £40,000 to £50,000 + Benefits in Surrey employer: Financial Divisions
Join a reputable Chartered wealth management firm in Guildford that values professional development. Enjoy exceptional benefits like private medical insurance and a discretionary bonus. The firm is committed to mentoring you towards becoming a fully qualified chartered financial adviser.
StudySmarter Expert Advice🤫
We think this is how you could land ParaPlanner (Pathway to Chartered Adviser Status) Guildford £40,000 to £50,000 + Benefits in Surrey
✨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 ParaPlanner (Pathway to Chartered Adviser Status) Guildford £40,000 to £50,000 + Benefits in Surrey
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!
