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- Tasks: Prepare detailed reports and support advisors with technical expertise.
- Company: Established financial planning firm in Coventry with a collaborative culture.
- Benefits: £45,000 salary, 28 days holiday, flexible hybrid working, and full study support.
- Why this job: Join a supportive team and make a real impact in financial planning.
- Qualifications: Minimum 3 years' experience and Level 4 Diploma qualified.
- Other info: Genuine career progression opportunities and a focus on professional development.
The predicted salary is between 36000 - 54000 £ per year.
Location: Coventry (Hybrid Working)
Salary: £45,000 (depending on experience)
Benefits:
- 28 days holiday (increasing to 29 after 3 years and 30 after 5 years)
- Study support
- Flexible hybrid working
About the Role:
Our client, a well-established and growing financial planning firm in Coventry, is seeking a skilled Senior Paraplanner to join their team. This is an excellent opportunity for an experienced paraplanner who is passionate about delivering high-quality support and technical expertise to advisors and clients.
Key Responsibilities:
- Preparing detailed suitability reports and recommendations
- Conducting technical research and analysis across pensions, investments, protection and tax planning
- Supporting advisors in client meetings with technical queries and planning
- Maintaining accurate records in line with compliance requirements
- Assisting in the development of internal processes and best practices
About You:
- Minimum of 3 years' experience in a paraplanning role
- Level 4 Diploma qualified (or working towards Chartered status)
- Strong technical knowledge of pensions, investments, and financial planning
- Excellent report writing and communication skills
- Organised, proactive, and committed to ongoing professional development
What’s on Offer:
- A supportive and collaborative team environment
- Genuine career progression opportunities
- Hybrid working for better work-life balance
- Generous holiday package with increasing entitlement
- Full study support towards further qualifications
Senior Paraplanner in London employer: Integro Partners
Contact Detail:
Integro Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities for Senior Paraplanners. A friendly chat can sometimes lead to job openings that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss pensions, investments, and tax planning. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Practice your report writing skills! Since you'll be preparing detailed suitability reports, being able to articulate your thoughts clearly and concisely will set you apart from other candidates. We believe in the power of good communication!
✨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 and engaged with our platform.
We think you need these skills to ace Senior Paraplanner in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your paraplanning experience, especially in preparing suitability reports and conducting technical research.
Craft a Compelling Cover Letter: Use your cover letter to showcase your passion for financial planning and how you can contribute to our team. Mention specific examples of your work that align with the responsibilities listed in the job description.
Showcase Your Technical Knowledge: Since this role requires strong technical knowledge, don’t shy away from mentioning your expertise in pensions, investments, and tax planning. We want to see how you can support our advisors effectively!
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 this exciting opportunity with our growing team.
How to prepare for a job interview at Integro Partners
✨Know Your Stuff
Make sure you brush up on your technical knowledge of pensions, investments, and financial planning. Be ready to discuss specific cases or scenarios where you've applied this knowledge in your previous roles.
✨Showcase Your Report Writing Skills
Since report writing is a key part of the Senior Paraplanner role, prepare to share examples of reports you've written. Highlight how your reports have helped advisors and clients make informed decisions.
✨Be Proactive in Your Approach
Demonstrate your proactive nature by discussing how you've contributed to improving internal processes or best practices in your past roles. Companies love candidates who take initiative!
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client meetings and compliance requirements. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
