At a Glance
- Tasks: Support advisers and mentor junior colleagues in delivering high-quality financial planning.
- Company: Respected wealth management practice valuing technical excellence.
- Benefits: Competitive salary, excellent benefits, and a collaborative work environment.
- Other info: Fully office-based role with opportunities for professional growth.
- Why this job: Make a real impact in financial planning while developing your expertise.
- Qualifications: 5+ years of paraplanning experience and Level 4 Diploma in Financial Planning.
The predicted salary is between 50000 - 60000 £ per year.
If you're ready to step into a genuinely influential Senior Paraplanner position, this is an opportunity to join a respected wealth management practice where your technical expertise will directly support advisers, develop junior colleagues and help shape the quality of financial planning delivered to clients.
Our client is looking to recruit an experienced Senior Paraplanner to strengthen their technical capability following the departure of a long-standing team member. Working alongside Financial Advisers and a team of junior paraplanners, you'll play a pivotal role in supporting complex client cases whilst acting as the first point of contact for technical guidance across the paraplanning function. This is a hands-on paraplanning role rather than a people management position. Whilst you'll naturally mentor and support less experienced colleagues with complex cases and technical queries, your primary focus will remain on delivering high-quality financial planning support and helping advisers achieve the very best outcomes for their clients.
Following a structured induction, you'll quickly become confident using the firm's systems, St. James's Place products and internal processes, before progressing to independently managing complex financial planning cases and supporting the wider team with your technical expertise.
Key Responsibilities
- Provide high-level technical paraplanning support across a wide range of complex client cases
- Work closely with Financial Advisers to develop suitable financial planning solutions aligned to client objectives
- Prepare detailed suitability reports, cashflow models and technical recommendations
- Research and analyse investment, pension, retirement, tax, protection and estate planning solutions
- Produce accurate illustrations, comparisons and supporting technical documentation
- Act as the technical 'go-to' person for junior paraplanners, supporting them with complex queries and case discussions
- Assist new Advisers with technical queries and paraplanning support where required
- Ensure reports and recommendations meet regulatory and compliance standards
- Maintain accurate case tracking and liaise with providers to progress client cases efficiently
- Keep up to date with the advice framework and sharing any changes with the wider team
- Support the ongoing quality and technical standards of the paraplanning team
Skills & Experience
- Minimum 5 years' paraplanning experience within an IFA or Wealth Management environment
- Level 4 Diploma in Financial Planning (minimum)
- Strong technical knowledge across pensions, investments, retirement planning, tax and protection
- Experience using financial planning research and cashflow modelling software
- Comfortable producing detailed suitability reports and complex financial planning recommendations
- Excellent attention to detail and strong analytical skills
- Able to work independently whilst supporting and mentoring less experienced colleagues
- Outstanding communication and organisational skills
This is an excellent opportunity to join a well-established and collaborative wealth management practice where technical excellence is genuinely valued. You'll become a trusted adviser to both Financial Advisers and junior paraplanners alike, working on interesting and complex financial planning cases within a supportive team environment.
Please note this is a fully office-based position, reflecting the collaborative way the business works across its advisory and support teams. If you're an experienced Senior Paraplanner looking for a long-term opportunity where your expertise will be recognised and your technical knowledge will have a real impact, we'd love to hear from you. Apply now!
Senior Paraplanner in St. Johns employer: MaxAd
Join a respected wealth management practice in Woking, Surrey, where your expertise as a Senior Paraplanner will be highly valued. With a strong focus on collaboration and professional development, you'll have the opportunity to mentor junior colleagues while working on complex financial planning cases that make a real difference for clients. The company offers excellent benefits and a supportive work culture, ensuring that your contributions are recognised and rewarded.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner in St. Johns
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like MaxAd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Paraplanner in St. Johns
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to MaxAd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on MaxAd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at MaxAd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with MaxAd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at MaxAd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former MaxAd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
