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- Tasks: Produce high-quality reports and mentor junior paraplanners in a dynamic team.
- Company: Boutique financial planning firm in Westminster with a collaborative culture.
- Benefits: Up to £55,000 salary, bonus scheme, pension contribution, and exam support.
- Other info: Flexible working with excellent career development opportunities.
- Why this job: Join a hybrid role and make a real impact in financial planning.
- Qualifications: Minimum 3 years' experience and Level 4 Diploma qualified.
The predicted salary is between 33000 - 77000 £ per year.
A boutique financial planning firm in Westminster is hiring an experienced Paraplanner to join their established paraplanning team. This is a hybrid role (3 days office / 2 days WFH), reporting into the Head of Paraplanning, with responsibility for mentoring two junior paraplanners.
Key responsibilities:
- Producing compliant, high-quality suitability reports
- Complex financial planning research across pensions, investments, tax, IHT and protection
- Reviewing adviser recommendations for technical accuracy
- Supporting and mentoring junior paraplanners
- Working closely with advisers and administrators
Requirements:
- Minimum 3 years' paraplanning experience (UK advice firm)
- Level 4 Diploma qualified studying towards chartered
- Strong technical knowledge and FCA compliance awareness
- Excellent written communication and attention to detail
Salary & benefits:
- Up to £55,000 (DOE)
- Bonus scheme
- Pension contribution
- Exam support & funded development
- Hybrid / flexible working
- 25 days holiday
Location: Westminster
Start: ASAP
Apply now or contact James Smith for a confidential discussion.
Paraplanner in London employer: JAMES SMITH RECRUITMENT LTD
Contact Detail:
JAMES SMITH RECRUITMENT LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in paraplanning. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss complex financial planning topics confidently. We want you to shine when they ask about pensions, investments, and tax!
✨Tip Number 3
Show off your mentoring skills! Since this role involves supporting junior paraplanners, be ready to share examples of how you've helped others grow in their careers. It’ll show you’re not just a great paraplanner but also a fantastic team player.
✨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 take the initiative to connect directly with us.
We think you need these skills to ace Paraplanner in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in producing suitability reports and your technical knowledge in pensions, investments, and tax. We want to see how your skills match what we're looking for!
Showcase Your Communication Skills: Since excellent written communication is key for this role, ensure your application is clear and concise. Use proper formatting and check for any typos. We appreciate attention to detail, so let that shine through!
Highlight Mentoring Experience: If you've mentored junior paraplanners before, make sure to mention it! We value teamwork and support, so sharing your experience in guiding others will definitely catch our eye.
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!
How to prepare for a job interview at JAMES SMITH RECRUITMENT LTD
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and tax. The firm will be looking for someone who can produce high-quality suitability reports, so be ready to discuss your experience in detail.
✨Showcase Your Mentoring Skills
Since this role involves mentoring junior paraplanners, think of examples where you've successfully guided others. Be prepared to share how you approach mentoring and what strategies you use to support their development.
✨Communicate Clearly
Excellent written communication is key in this role. Practice explaining complex financial concepts in simple terms, as you may need to demonstrate your ability to review adviser recommendations for technical accuracy.
✨Be Ready for Compliance Questions
With FCA compliance being a crucial part of the job, expect questions about regulations and best practices. Brush up on your knowledge and be ready to discuss how you ensure compliance in your work.