Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Planners with research, analysis, and client communications.
- Company: Join JohnstonGreer, a leading recruitment agency in Financial Services.
- Benefits: Enjoy a competitive salary, bonuses, and excellent benefits.
- Why this job: Be part of a niche market, working with high-net-worth clients and complex financial advice.
- Qualifications: Must have Level 4 qualification and experience in a Financial Planning environment.
- Other info: This is a senior role offering growth opportunities within a dynamic team.
The predicted salary is between 36000 - 48000 £ per year.
Job Description
Paraplanner
£42,000 to £48,000 plus bonus and benefits
Paraplanner required by this wealth manager that operates within a niche market, to work with the firm’s Private Clients across the full range of financial planning including Investments, Retirement, Cashflow Modelling and Protection, working with complex advice for HNW individuals.
Operating as a Paraplanner you will provide support to the Financial Planners including –
- research and portfolio analysis
- report writing
- assisting with the advice process
- client reviews
- platform work
- client communications and acting as first point of contact
- developing client relationships
You will be an experienced paraplanner within a Financial Planning environment with at least Level 4 and possibly above. You will have excellent communications skills, technical exposure and be experienced in the compilation of advice. This is a senior role within the team and the company offers an excellent salary plus benefits in line with that level.
JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Contact Detail:
JohnstonGreer Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial planning sector. Attend industry events or join relevant online forums to connect with current paraplanners and financial planners. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 2
Stay updated on the latest trends and regulations in financial planning. Subscribe to industry publications or follow thought leaders on social media. Demonstrating your knowledge during interviews can set you apart from other candidates.
✨Tip Number 3
Prepare for potential technical assessments or case studies that may be part of the interview process. Familiarise yourself with common financial planning scenarios and practice articulating your thought process clearly.
✨Tip Number 4
Showcase your communication skills by engaging with the company’s content on social media. Comment thoughtfully on their posts or share relevant articles. This can help you get noticed and demonstrate your genuine interest in the firm.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a paraplanner, particularly in financial planning. Emphasise your Level 4 qualification and any additional certifications you may have.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention specific skills such as research, portfolio analysis, and client communication that align with the job description.
Showcase Relevant Experience: In your application, provide examples of your previous work in financial planning, especially with high-net-worth individuals. Highlight your ability to compile advice and support financial planners effectively.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services sector.
How to prepare for a job interview at JohnstonGreer
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate your understanding of financial planning concepts. Brush up on topics like investments, retirement strategies, and cashflow modelling. Be prepared to discuss how you've applied this knowledge in previous roles.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills in real-life scenarios. Think about past experiences where you had to analyse complex client situations and provide tailored advice. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Emphasise Communication Skills
Since you'll be acting as the first point of contact for clients, it's crucial to highlight your communication abilities. Share examples of how you've effectively communicated complex information to clients or colleagues, ensuring clarity and understanding.
✨Demonstrate Relationship-Building Skills
Building strong relationships with clients is key in this role. Prepare to discuss how you've developed and maintained client relationships in the past. Highlight any strategies you've used to enhance client satisfaction and trust.
