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- Tasks: Support financial planning and investment management for clients while drafting reports and conducting research.
- Company: Reputable financial planning firm in London with a dynamic and collaborative culture.
- Benefits: Competitive salary, structured career pathway, ongoing training, and professional development.
- Why this job: Join a close-knit team and make a real impact on clients' financial goals.
- Qualifications: Minimum 3 years' experience and a Diploma in Regulated Financial Planning.
- Other info: Opportunity to progress into an Adviser role and work alongside top-tier professionals.
The predicted salary is between 42000 - 70000 £ per year.
My client is a highly regarded financial planning and investment management firm based in London. They offer independent advice to private clients, families, small businesses and charities nationwide. As a growing, dynamic practice, they pride themselves in building lasting partnerships with their clients—working closely with them to help realise their financial goals and long-term ambitions.
My client is looking for an experienced Senior Paraplanner to join their close‐knit team and support two Partners and a Junior Adviser with a rapidly expanding client book. This is a client‐facing role focused on delivering high‐quality, compliant financial planning services with scope for progression into an Adviser role in the future.
Your Role Includes:
- Drafting suitability reports (templated and non‐templated)
- Providing technical research across financial planning and investments
- Attending client meetings (if requested) and drafting follow‐up notes
- Preparing valuations, review packs, and supporting client communications
- Managing pipeline business and liaising with providers and admin teams
- Supporting portfolio reviews and cash flow planning projects
- Responding to client queries efficiently and professionally
What You'll Bring:
- Minimum 3 years' experience in a similar role
- Diploma in Regulated Financial Planning (CII Level 4 or equivalent)
- Working towards Advanced Diploma (Level 6)
- Solid understanding of financial services, tax planning, and FCA conduct rules
- Excellent written, verbal and interpersonal skills
- A proactive mindset, attention to detail and a positive team spirit
Benefits and Opportunities:
- Structured career pathway—advance into an adviser role
- Exposure to complex planning scenarios and portfolio research
- Ongoing training and professional development
- Collaborative and respectful office culture
- Opportunity to work in a prestigious location alongside top‐tier professionals
Interested? Send your CV to Ursula at Financial Divisions. I look forward to hearing from candidates who share a passion for excellence and integrity in financial advice.
Senior Paraplanner – London – Hybrid – Salary up to £70k employer: GetaGigz
Contact Detail:
GetaGigz Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner – London – Hybrid – Salary up to £70k
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, attend events, and engage on platforms like LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that Senior Paraplanner role.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and understanding of financial planning. We recommend practising common interview questions and scenarios you might face, especially those related to client interactions and compliance. Show them you’re ready to hit the ground running!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role. We love seeing candidates who take that extra step!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for passionate individuals who align with our values. Let’s make your dream job a reality together!
We think you need these skills to ace Senior Paraplanner – London – Hybrid – Salary up to £70k
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your relevant experience as a paraplanner and any qualifications that align with what we're looking for.
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 you can contribute to our team. Keep it concise but engaging—show us your personality!
Showcase Your Technical Skills: Since this role involves drafting reports and conducting technical research, be sure to mention any specific tools or software you're proficient in. We want to see how you can hit the ground running!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at GetaGigz
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around tax planning and FCA conduct rules. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the field.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully drafted suitability reports or managed client communications. This will help demonstrate your hands-on experience and how it aligns with what the firm is looking for.
✨Ask Insightful Questions
During the interview, don’t hesitate to ask questions about the firm's approach to client relationships or their structured career pathway. This shows that you’re engaged and thinking about how you can contribute to their success.
✨Be Personable
Since this is a client-facing role, it's crucial to display excellent interpersonal skills. Practice being friendly and approachable during the interview, as building rapport is key in financial planning.
