At a Glance
- Tasks: Prepare financial plans and conduct research to support client advice.
- Company: Join a supportive and growing independent financial planning firm.
- Benefits: Enjoy competitive salary, hybrid working, and full support for your professional qualifications.
- Other info: Be part of a close-knit team that values your growth and contributions.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Detail-oriented with knowledge of financial planning and strong communication skills.
The predicted salary is between 40000 - 50000 £ per year.
Lathe & Co Wealth Advisers is an independent financial planning firm established in 2017, built on a commitment to making high-quality financial advice accessible to individuals from all walks of life. We are driven by three core values; humility, integrity and professional excellence and these principles underpin everything we do, from the advice we give to the culture we build internally.
The Role
We are looking for a talented and motivated Paraplanner to join our team on a full-time, hybrid basis in the City of London. This is a pivotal role within our business, sitting at the heart of our advisory process and working in close collaboration with our financial planners to deliver outstanding outcomes for clients.
As a Paraplanner at Lathe & Co, your key responsibilities will include:
- Preparing thorough and well-structured financial plans that reflect each client's individual goals, circumstances and risk profile.
- Compiling detailed suitability reports and client-facing documentation to the highest standard of accuracy and clarity.
- Conducting in-depth research on financial products, investment solutions and market developments to support adviser recommendations.
- Analysing client data and financial information to identify appropriate solutions and help shape tailored advice.
- Ensuring all casework meets current regulatory requirements and internal compliance standards.
- Working collaboratively with the advisory team to maintain seamless workflows and contribute to an exceptional client experience.
- Use of internal CRM's systems to build recommendations for clients.
What We Are Looking For:
The ideal candidate will be a detail-oriented, technically capable professional who takes genuine pride in the quality of their work. We are looking for someone who thrives in a collaborative environment, communicates clearly and confidently, and shares our commitment to putting clients first.
- A working knowledge of financial planning principles and a solid understanding of investment products and markets.
- Proven experience in report writing, with the ability to communicate complex financial information in a clear and accessible way.
- Proficiency in financial analysis and the ability to interpret client data to inform sound recommendations.
- Exceptional organisational skills and the ability to manage multiple cases simultaneously without compromising on quality.
- Strong interpersonal and communication skills, with the ability to build effective working relationships across the team.
- A Diploma in Financial Planning or equivalent professional qualification (CII, CISI) is highly desirable.
- Prior experience in an IFA or wealth management company.
Why Lathe & Co
We are a growing firm with a genuine culture of support, development and professional pride. You will be joining a close-knit team that values your contribution, invests in your growth and holds itself to the highest standards. This is an opportunity to build a meaningful career within a firm that genuinely cares about doing things the right way for clients and colleagues alike.
Benefits: Life Insurance, Private Medical Insurance, Open Holiday Policy, Competitive Salary, Hybrid Working, Full Financial Support for Diploma in Financial Planning.
Paraplanner in London employer: Lathe & Co Wealth Advisers
Lathe & Co Wealth Advisers is an exceptional employer that prioritises a supportive and collaborative work culture, making it an ideal place for a Paraplanner to thrive. With a commitment to professional development, employees benefit from comprehensive training opportunities, including full financial support for obtaining the Diploma in Financial Planning. Located in the vibrant City of London, the firm offers a competitive salary, hybrid working options, and a unique open holiday policy, ensuring a healthy work-life balance while fostering a sense of community and shared values among its team members.
Contact Details:
Lathe & Co Wealth Advisers Recruitment 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, attend industry events, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know that can land you that Paraplanner role.
✨Tip Number 2
Prepare for interviews by researching Lathe & Co and understanding their values of humility, integrity, and professional excellence. We want to see how you align with our culture, so think about examples from your past that showcase these traits.
✨Tip Number 3
Practice your communication skills! As a Paraplanner, you’ll need to convey complex financial information clearly. We suggest doing mock interviews with friends or using online platforms to refine your pitch and ensure you’re confident when discussing your experience.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Paraplanner in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience in financial planning and report writing, and show how your skills align with our values of humility, integrity, and professional excellence.
Showcase Your Attention to Detail:As a Paraplanner, attention to detail is key. Use your application to demonstrate how you ensure accuracy in your work, whether it’s through examples of past reports or how you manage client data. We love candidates who take pride in their work!
Communicate Clearly:We’re looking for someone who can communicate complex financial information clearly. In your written application, aim for clarity and conciseness. Avoid jargon where possible and make it easy for us to see your thought process.
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 don’t miss out on any important updates about the role. Plus, we love seeing applications come through our own channels!
How to prepare for a job interview at Lathe & Co Wealth Advisers
✨Know Your Financial Stuff
Make sure you brush up on your financial planning principles and investment products. Lathe & Co is looking for someone who can communicate complex information clearly, so be ready to discuss your knowledge and experience in detail.
✨Showcase Your Report Writing Skills
Since report writing is a key part of the Paraplanner role, prepare examples of your previous work. Bring along a sample report or two that highlight your ability to present financial information accurately and accessibly.
✨Demonstrate Team Spirit
Lathe & Co values collaboration, so be prepared to talk about how you've worked effectively in teams before. Share specific examples of how you’ve contributed to a positive team environment and supported your colleagues.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, their approach to client relationships, and how they support professional development. This shows your genuine interest in the firm and helps you assess if it’s the right fit for you.
