Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Prepare suitability reports, conduct research, and support client meetings.
- Company: A growing financial planning firm with a hybrid work model.
- Benefits: Generous holidays, study support, and career progression opportunities.
- Why this job: Join a dynamic team and enhance your skills in financial planning.
- Qualifications: At least 3 years of experience and a Level 4 Diploma required.
- Other info: Great environment for professional growth and development.
The predicted salary is between 36000 - 60000 £ per year.
A growing financial planning firm is seeking a skilled Senior Paraplanner to provide high-quality support and technical expertise to advisors and clients. Located in Coventry with a hybrid work model, this role requires at least 3 years of experience and a Level 4 Diploma qualification.
Responsibilities include:
- Preparing suitability reports
- Conducting research
- Supporting client meetings
The firm offers generous holidays, study support, and opportunities for career progression.
Senior Paraplanner - Hybrid, Study Support & Growth in London employer: Integro Partners
Contact Detail:
Integro Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner - Hybrid, Study Support & Growth 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 Senior Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge and understanding of suitability reports. We want you to shine when discussing your experience and how it aligns with the firm's needs. Practice common interview questions and have your own ready to show your interest!
✨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.
✨Tip Number 4
Apply through our website for the best chance at landing that Senior Paraplanner position. We make it easy for you to showcase your skills and qualifications directly to the hiring team. Plus, it shows you're serious about joining our growing firm!
We think you need these skills to ace Senior Paraplanner - Hybrid, Study Support & Growth in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience and skills that are relevant to the Senior Paraplanner role. We want to see how your background aligns with what we’re looking for, so don’t be shy about showcasing your Level 4 Diploma and any specific achievements!
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. We love seeing personality, so let your enthusiasm for the role come through.
Showcase Your Technical Skills: As a Senior Paraplanner, technical expertise is key. In your application, highlight your experience in preparing suitability reports and conducting research. We want to know how you’ve supported advisors and clients in the past!
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’s super easy – just follow the prompts and you’ll be on your way!
How to prepare for a job interview at Integro Partners
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning. Be ready to discuss your experience with preparing suitability reports and conducting research, as these are key aspects of the Senior Paraplanner role.
✨Showcase Your Experience
With at least 3 years of experience required, be prepared to share specific examples from your past roles. Highlight how you've supported advisors and clients, and any challenges you've overcome in client meetings.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the firm's approach to financial planning and their hybrid work model. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
✨Emphasise Growth and Learning
Since the firm offers study support and career progression, express your enthusiasm for continuous learning. Share any relevant qualifications or courses you're considering that align with the role and the company's values.
