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- Tasks: Lead paraplanning efforts and streamline client communications for a dynamic financial advice firm.
- Company: Independent Chartered Financial Advice firm with a focus on personalised service.
- Benefits: Competitive salary, flexible working hours, and ongoing professional development.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: Level 4 qualification and experience with financial software tools.
- Other info: Work from home with quarterly team meetings in London.
The predicted salary is between 40000 - 65000 £ per year.
An exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, Chartered Financial Advice firm based in the City of London. We advise 150 families with over £140M under management and are seeking a focused and dynamic team player to help us meet the ongoing advice needs of our clients.
In the words of TRAP, we are one of those few ‘full-fat financial planning firms’ offering a combination of great unencumbered advice with a highly personalised client service. Our existing paraplanner has needed to step back her days, so we have a need for your expert help.
We are looking for you to come in and help lead us in all things paraplanning. We have a brilliant client base, our data and systems are in good order, but our dip in the AI waters has proved chastening. We would like you to streamline the boring bits and deliver the kind of letters that clients actually want to receive.
We have an office in the City of London for client meetings, but we are cloud-based and so all of the team works from home. In your role, you would only need to attend the office for quarterly team meetings.
Required Experience:- Hold at least level 4 status and ideally be looking to keep going.
- Have experience of using Intelligent Office, FE Analytics & cashflow software.
- We are looking for someone to lead this part of our business, so either experience of this and/or evidence to suggest that you can.
In return we’ll ensure that your salary is benchmarked each year, so you are paid in the top quartile of your profession (with benefits & holidays to match). We promise to train you, value you, listen to you and to adapt around your needs.
Paraplanner in London employer: Financial Planning Firm
Contact Detail:
Financial Planning Firm Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for a paraplanner role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet.
✨Tip Number 2
Get your online presence sorted! Make sure your LinkedIn profile is up-to-date and showcases your skills, especially with Intelligent Office and cashflow software. Join relevant groups and engage in discussions to get noticed by potential employers.
✨Tip Number 3
Prepare for those interviews! Research the company and be ready to discuss how you can streamline their processes and improve client communications. Show them you’re not just another candidate, but the perfect fit for their team.
✨Tip Number 4
Apply through our website! We’ve got a range of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, we’re here to support you every step of the way in landing that dream job!
We think you need these skills to ace Paraplanner in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience with Intelligent Office, FE Analytics, and cashflow software. We want to see how your skills align with what we need!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Share your passion for financial planning and how you can help us streamline our processes.
Showcase Your Experience: Don’t just list your qualifications; tell us about your experiences that demonstrate your ability to lead in paraplanning. We love seeing real examples of how you've made a difference in previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Financial Planning Firm
✨Know Your Stuff
Make sure you brush up on your knowledge of paraplanning and the specific tools mentioned in the job description, like Intelligent Office and FE Analytics. Being able to discuss your experience with these tools will show that you're ready to hit the ground running.
✨Showcase Your Client-Centric Approach
Since this role involves delivering personalised client service, be prepared to share examples of how you've successfully met client needs in the past. Highlight any instances where you've streamlined processes or improved client communication.
✨Demonstrate Leadership Potential
The firm is looking for someone to lead the paraplanning side of the business. Think about times when you've taken initiative or led a project. Be ready to discuss how you can bring that leadership to their team.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm's approach to financial planning and how they envision the future of paraplanning within their team. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
