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- Tasks: Lead and mentor in financial planning, ensuring quality advice and compliance.
- Company: Join a forward-thinking company that values collaboration and inclusivity.
- Benefits: Enjoy competitive pay, generous holidays, healthcare, and flexible working options.
- Why this job: Make a real impact in financial planning while developing your career.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and strong financial knowledge required.
- Other info: Dynamic work environment with opportunities for personal and professional growth.
The predicted salary is between 36000 - 60000 £ per year.
Are you a detail-oriented professional with a passion for financial planning and mentoring others? We’re looking for a Senior Paraplanner to join our team. This role offers the opportunity to lead by example, support advisers with complex cases, and help shape the paraplanning function. If you thrive in a collaborative environment and enjoy driving quality and consistency, we’d love to hear from you.
What you'll be doing:
- Assessing the suitability of financial advice against customer needs and regulatory standards
- Producing high-quality suitability reports and conducting technical research
- Mentoring paraplanners and supporting their development
- Leading improvements to advice workflows and client journeys
- Ensuring documentation and advice meet compliance and governance standards
- Collaborating with advisers, compliance, and operations teams
- Explaining advice recommendations clearly and fairly to customers
- Managing team performance in line with company policies
Who we're looking for:
- Level 4 Diploma in Regulated Financial Planning (CII or equivalent experience)
- In-depth knowledge of pensions, investments, protection, and tax planning
- Strong understanding of FCA regulations including COBS and Consumer Duty
- Proven experience producing compliant, high-quality suitability reports
- Experience supporting advisers with complex planning scenarios
- Familiarity with financial planning tools and CRM systems
- Exposure to process improvement and client journey design
- Experience managing and coaching team members
Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:
- The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes
- Generous pension contribution
- Life assurance
- Healthcare Plan (permanent employees only)
- At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
- Competitive family leave
- Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only)
- There are the many discounts we offer – both for our own products and at a range of high street stores and online
In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart.
At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all. If you join us, you’ll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.
We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time, term-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can. It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.
Senior Paraplanner in Hove employer: Legal & General
Contact Detail:
Legal & General Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner in Hove
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for a Senior Paraplanner role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet.
✨Tip Number 2
Get your interview game on point! Research common interview questions for paraplanners and practice your responses. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers and showcase your experience effectively.
✨Tip Number 3
Showcase your mentoring skills! If you’ve got experience coaching others, make sure to highlight this during interviews. It’s a key part of the Senior Paraplanner role, and we want to see how you can lead by example.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team and contributing to our collaborative environment.
We think you need these skills to ace Senior Paraplanner in Hove
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in financial planning and mentoring. We want to see how your skills align with the Senior Paraplanner role, so don’t hold back on showcasing your relevant achievements!
Showcase Your Technical Skills: Since this role involves producing high-quality suitability reports and conducting technical research, be sure to mention any specific tools or systems you’ve used. We love seeing candidates who are familiar with financial planning tools and CRM systems!
Highlight Your Collaborative Spirit: We’re all about teamwork here at StudySmarter, so make sure to emphasise your experience working with advisers and other teams. Share examples of how you’ve contributed to improving workflows or client journeys in your previous roles.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Legal & General
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, protection, and tax planning. Familiarise yourself with FCA regulations, especially COBS and Consumer Duty, as these will likely come up during the interview.
✨Showcase Your Mentoring Skills
Since this role involves mentoring paraplanners, be prepared to discuss your experience in coaching and developing others. Share specific examples of how you've supported team members in the past and the positive outcomes that resulted.
✨Prepare for Technical Questions
Expect to answer questions about producing suitability reports and conducting technical research. Practise explaining complex financial concepts clearly and concisely, as you'll need to demonstrate your ability to communicate effectively with both advisers and clients.
✨Emphasise Collaboration
This role thrives in a collaborative environment, so highlight your experience working with different teams, such as compliance and operations. Be ready to discuss how you've contributed to improving workflows and client journeys in previous roles.
