Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Prepare financial plans and conduct in-depth research to support advisers.
- Company: Forward-thinking financial firm with a collaborative team culture.
- Benefits: Competitive salary, full exam funding, and opportunities for progression.
- Why this job: Make a real impact in financial planning while growing your career.
- Qualifications: CII Level 4 Diploma and strong technical knowledge in financial planning.
- Other info: Hybrid work model with mentoring opportunities for junior team members.
The predicted salary is between 45000 - 50000 £ per year.
Location: London
Work type: Hybrid (3 days in office, 2 days working from home)
Salary: Up to £50,000 DOE
Benefits: Full exam funding & support, salary increases with new qualifications
About the Role:
We are seeking an experienced Senior Paraplanner to join our London office. This is a fantastic opportunity to play a key role in supporting our advisers and shaping the financial planning process for a growing client base. You will be a trusted technical resource, ensuring the delivery of accurate, compliant, and high-quality advice.
What We Offer:
- Competitive salary up to £50,000 (DOE)
- Full funding and support for further qualifications
- Salary increases to reflect new qualifications
- Opportunities for progression within a respected and expanding firm
- A collaborative and professional team environment
Key Responsibilities:
- Prepare detailed financial plans, suitability reports, and recommendations
- Conduct in-depth research on investments, pensions, tax planning, and protection products
- Use advanced financial planning software to model complex scenarios
- Liaise with advisers to develop tailored strategies for clients
- Ensure compliance with FCA regulations and internal policies
- Maintain accurate and up-to-date client records
- Mentor and support junior team members where required
What We Are Looking For:
- CII Level 4 Diploma; Chartered status desirable
- Strong technical knowledge of financial planning, tax, pensions, and investments
- Excellent analytical and problem-solving skills
- Ability to manage complex cases and work independently
- High attention to detail and strong organisational skills
- Proficiency in financial planning software and Microsoft Office
- Clear and confident communication skills
Why Join Us?
We are committed to your professional growth and will fully support further qualifications. As you progress, your salary will reflect your achievements. This is an opportunity to join a forward-thinking firm where your expertise will make a real impact.
Senior Paraplanner (London) employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner (London)
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers. Show them how your skills as a Senior Paraplanner can make a difference!
✨Showcase Your Skills
Bring your A-game by showcasing your technical knowledge and problem-solving skills during interviews. Use examples from your past experiences to demonstrate how you’ve tackled complex financial planning scenarios. We want to see how you can add value to our team!
✨Apply Through Our Website
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 genuinely interested in joining our forward-thinking firm. Let’s make an impact together!
We think you need these skills to ace Senior Paraplanner (London)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your relevant experience in financial planning, tax, and pensions, and don’t forget to showcase any qualifications you have 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 the perfect fit for our team. Mention specific experiences that demonstrate your technical knowledge and problem-solving skills, and show us your passion for financial planning.
Showcase Your Skills: In your application, be sure to highlight your proficiency in financial planning software and Microsoft Office. We want to see how you’ve used these tools in past roles to manage complex cases and deliver high-quality advice.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Heat Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge of financial planning, tax, pensions, and investments. Be ready to discuss specific scenarios where you've applied this knowledge in your previous roles.
✨Showcase Your Skills
Prepare examples that highlight your analytical and problem-solving skills. Think of complex cases you've managed and how you approached them, as this will demonstrate your ability to handle the responsibilities of a Senior Paraplanner.
✨Familiarise with Compliance
Since compliance is key in this role, be prepared to discuss FCA regulations and how you've ensured adherence in your past work. This shows that you understand the importance of compliance in delivering high-quality advice.
✨Engage and Ask Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm's approach to financial planning and how they support professional growth. This not only shows your interest but also helps you gauge if the company is the right fit for you.
