At a Glance
- Tasks: Support financial planning with research, reports, and client meetings.
- Company: Established wealth management firm in London with a collaborative team.
- Benefits: 25 days annual leave, pension scheme, medical insurance, and professional development support.
- Other info: Dynamic environment with opportunities for continuous learning and career advancement.
- Why this job: Join a high-performing team and grow your career in finance.
- Qualifications: 3 years in financial services, Level 4 qualified or working towards it.
The predicted salary is between 40500 - 49500 £ per year.
An established wealth management and financial planning firm in London is seeking a motivated Paraplanner to join its high-performing, collaborative team.
This is a fantastic opportunity for a detail-driven financial professional looking to develop their career with full support for professional qualifications.
Role & Responsibilities As a Paraplanner, you will provide essential technical and research support to the financial planning team while maintaining the highest standards of compliance and client service.
- Preparing reports, recommendation letters, and compliant advice documents
- Conducting technical calculations (Inheritance Tax, CGT, carry forward etc.)
- Creating and presenting cashflow models using Voyant software
- Supporting advisers with client meeting preparation and attending meetings where required
- Producing detailed file notes and identifying planning requirements for annual reviews
- Managing client paperwork, research, and provider communications
- Assisting with compliance documentation and peer reviewing reports
- Supporting trainee paraplanners and administrators, including client liaison and new business processing
- Participating in weekly adviser meetings and monthly team reviews
- Continuously developing knowledge via CPD and professional qualifications
Skills & Experience Required
- At least 3 years' experience within financial services, with 2 years in a dedicated paraplanner role
- Level 4 qualified (or working towards)
- Experience working with HNW private clients preferred
- Strong technical knowledge of financial planning, including tax calculations and compliance
- Proficiency in MS Office (Word, Excel, Power Point, Outlook) and financial planning tools (Xplan, Voyant)
- Excellent organisational skills and ability to meet deadlines
- Strong attention to detail with a proactive, "can-do" approach
- Professional discretion and sensitivity when working with client information, including vulnerable clients
- 25 days annual leave plus bank holidays (increasing with service up to 30 days)
- Auto-enrolment pension scheme (3% employer, 5% employee)
- Full support towards CII qualifications and training
- Group Private Medical Insurance
- Death in Service cover
- Discretionary bonus (every 6 months)
- Senioriry level
- Associate
- Employment type
- Full-time
- Job function
- Finance and Administrative
- Location
- London, England, United Kingdom
- At least 3 years' experience within financial services, with 2 years in a dedicated paraplanner role
- Level 4 qualified (or working towards)
- Experience working with HNW private clients preferred
- Strong technical knowledge of financial planning, including tax calculations and compliance
- Proficiency in MS Office (Word, Excel, Power Point, Outlook) and financial planning tools (Xplan, Voyant)
- Excellent organisational skills and ability to meet deadlines
- Strong attention to detail with a proactive, "can-do" approach
- Professional discretion and sensitivity when working with client information, including vulnerable clients
- 25 days annual leave plus bank holidays (increasing with service up to 30 days)
- #J-18808-Ljbffr
Paraplanner in City of Westminster employer: Gradbay Limited
Gradbay Limited is an exceptional employer that prioritises the growth and development of its employees, offering a dynamic work culture where collaboration and innovation thrive. Located in the heart of the United Kingdom, we provide comprehensive training and support for early-career professionals, ensuring they have the tools needed to succeed in their roles. With a strong emphasis on client success and service excellence, our team enjoys a rewarding environment that fosters meaningful relationships and career advancement opportunities.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in City of Westminster
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Gradbay Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in City of Westminster
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Gradbay Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Gradbay Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Gradbay Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Gradbay Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Gradbay Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Gradbay Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
