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For Companies At a Glance
- Tasks: Lead and mentor a team of paraplanners while managing complex financial cases.
- Company: Respected Chartered Financial Planning firm with a focus on independent advice.
- Benefits: Competitive salary, hybrid work, and opportunities for career progression.
- Why this job: Step into a leadership role with potential to become Director of Operations.
- Qualifications: Chartered status or equivalent with expertise in pensions, investments, and tax planning.
- Other info: Join a supportive environment that values your growth and development.
The predicted salary is between 39600 - 66000 £ per year.
Wokingham, Berkshire (Hybrid) | Full-time, Permanent | Salary £55,000+ Benefits
Are you a Senior Paraplanner ready to take the next big step in your career? This is more than just a senior paraplanning role – it’s a leadership pathway with the potential to progress all the way to Director of Operations in a highly respected Chartered Financial Planning firm based in Wokingham.
Why Join Us?
Our client prides itself on delivering award-winning, truly independent advice. As a Chartered firm, we hold ourselves to the highest standards – but we also invest in our people, offering long-term career progression in a collaborative and supportive environment.
The Role
- Manage and mentor a team of four paraplanners, shaping their growth and ensuring top-quality output.
- Handle complex, high-value cases, bringing your Chartered-level expertise to the table.
- Partner with advisers to deliver robust, compliant, and client-focused financial planning.
- Play a key role in enhancing processes and driving efficiency across the team.
What We’re Looking For
- Chartered status (or equivalent) with deep technical knowledge across pensions, investments, tax & estate planning.
Senior Paraplanner – Future Director of Operations Wokingham, Berkshire (Hybrid), £55,000 + Benefits employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner – Future Director of Operations Wokingham, Berkshire (Hybrid), £55,000 + Benefits
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry, especially those who might know about opportunities at firms like the one you're eyeing. A personal recommendation can make all the difference.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios specific to paraplanning. We suggest role-playing with a friend or mentor to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your leadership skills! When discussing your experience, highlight instances where you've mentored others or improved processes. This will demonstrate your readiness for that future Director of Operations role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Senior Paraplanner – Future Director of Operations Wokingham, Berkshire (Hybrid), £55,000 + Benefits
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your experience in managing teams and handling complex cases, as this will show us you’re ready for the leadership pathway.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how your skills align with our values. We love seeing genuine enthusiasm!
Showcase Your Technical Knowledge: Don’t forget to demonstrate your deep technical knowledge in pensions, investments, tax, and estate planning. We want to see that you’re not just qualified, but also an expert in your field.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Financial Divisions
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, tax, and estate planning. Being a Chartered Paraplanner means you need to demonstrate your expertise confidently, so be ready to discuss complex cases and how you've handled them in the past.
✨Show Leadership Potential
Since this role is a pathway to becoming a Director of Operations, highlight any experience you have in managing or mentoring teams. Share specific examples of how you've helped others grow and improved team performance, as this will show you're ready for the next step.
✨Understand Their Values
Research the firm’s commitment to independent advice and their collaborative culture. Be prepared to discuss how your values align with theirs and how you can contribute to maintaining their high standards while driving efficiency in the team.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in the role and the company. Inquire about their approach to client-focused financial planning or how they support the professional development of their staff. This not only demonstrates your enthusiasm but also helps you gauge if the company is the right fit for you.
