At a Glance
- Tasks: Prepare financial plans and conduct research to support client needs.
- Company: Join a supportive and growing independent financial planning firm.
- Benefits: Enjoy hybrid working, private medical insurance, and full support for your Diploma in Financial Planning.
- 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.
- Life Insurance
- Private Medical Insurance
- Open Holiday Policy
- Hybrid Working
- Full Financial Support for Diploma in Financial Planning
Paraplanner 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 support, including full financial backing for obtaining the Diploma in Financial Planning. Located in the vibrant City of London, the firm offers a hybrid working model, generous leave policies, and a focus on integrity and excellence, ensuring that every team member feels valued and empowered to contribute meaningfully to client success.
Contact Details:
Lathe & Co Wealth Advisers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at Lathe & Co. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for the interview by brushing up on your financial knowledge and understanding of investment products. We want you to shine when discussing how you can contribute to our team and help clients achieve their goals.
✨Tip Number 3
Showcase your report writing skills! Bring examples of your previous work to the interview. This will demonstrate your ability to communicate complex information clearly, which is key for a Paraplanner.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace Paraplanner
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.
Communicate Clearly:We love clear communication! When writing your application, make sure to express your thoughts in a straightforward manner. Avoid jargon unless necessary, and aim for clarity to reflect your ability to communicate complex information effectively.
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 shows your enthusiasm for joining our team!
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 that demonstrates 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.
