At a Glance
- Tasks: Assist in researching financial products and support the team with administrative tasks.
- Company: Dynamic financial firm based in London with a focus on client outcomes.
- Benefits: Competitive salary, annual bonus, private health insurance, and flexible work options.
- Other info: Opportunities for career progression and study support available.
- Why this job: Join a supportive team and gain valuable experience in the finance industry.
- Qualifications: Strong understanding of financial principles and excellent communication skills.
The predicted salary is between 35000 - 55000 £ per year.
London, United Kingdom — Posted on 05/28/2026
Salary – £35,000 – £55,000, dependent on qualifications and experience
- Discretionary Annual Bonus
- Career progression and study support
- Enhanced parental leave policy
- Private Health Insurance
- Flexible work‑from‑home arrangements available, although training and probation will be full‑time in office
Responsibilities
- Assist in conducting research on financial products, including investment packages, pension schemes, and insurance plans.
- Ensure all financial advice adheres to the UK Financial Conduct Authority regulations.
- Develop and implement administrative policies and procedures to improve the firm's efficiency and effectiveness.
- Manage confidential files and maintain a clean and organized office environment.
- Provide administrative support to advisers, paraplanners, and the wider team, including producing applications and packs for clients, and drafting correspondence.
- Coordinate with various providers, networks, and clients to ensure smooth communication and coordination of activities.
- Plan and organize events, meetings, and other activities as required.
Skills
- Strong understanding of tax, trusts, various wrappers, and investment principles.
- Excellent organization, time management, and problem‑solving skills.
- Strong communication and interpersonal skills, with the ability to work effectively with employees at all levels of the firm.
- Ability to manage multiple priorities and work in a fast‑paced environment.
- Works well in a team.
- Has a desire to achieve great client outcomes.
- Excellent written and verbal communication skills.
- Highly organized, self‑motivated, and disciplined.
Paraplanner employer: J&T Business Consulting
As a Paraplanner in our London office, you will join a dynamic team that values collaboration and professional growth. We offer a competitive salary, discretionary bonuses, and comprehensive benefits including private health insurance and enhanced parental leave. Our flexible work-from-home arrangements and commitment to career progression ensure that you can thrive both personally and professionally in a supportive environment.
Contact Details:
J&T Business Consulting Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial sector, attend industry events, and connect with paraplanners on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to financial advice and be ready to discuss how your skills align with their needs. We want you to shine!
✨Tip Number 3
Showcase your skills through practical examples. When discussing your experience, highlight specific instances where you’ve successfully managed projects or improved processes. This will demonstrate your value as a paraplanner.
✨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 about their job search.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your experience with financial products, tax, and investment principles. We want to see how your skills match 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 passionate about the role and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Show Off Your Organisation Skills:As a Paraplanner, organisation is key. In your application, demonstrate your ability to manage multiple priorities and keep things running smoothly. We appreciate candidates who can juggle tasks like pros!
Apply Through Our Website:We encourage you to apply through our website for a seamless experience. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at J&T Business Consulting
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial products, tax, trusts, and investment principles. Being able to discuss these topics confidently will show that you're serious about the role and understand what it entails.
✨Show Off Your Organisational Skills
Prepare examples of how you've managed multiple priorities or improved efficiency in previous roles. This is key for a Paraplanner, so having specific instances ready will demonstrate your capability to handle the fast-paced environment.
✨Practice Your Communication
Since strong communication skills are essential, practice articulating your thoughts clearly. You might even want to do a mock interview with a friend to get comfortable discussing complex financial concepts in simple terms.
✨Be Ready to Discuss Teamwork
Think of times when you've worked effectively in a team. Be prepared to share how you contributed to achieving great client outcomes, as this will highlight your ability to collaborate and support your colleagues.
