Senior Paraplanner Apply now

Senior Paraplanner

London Full-Time 36000 - 60000 £ / year (est.)
Apply now
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At a Glance

  • Tasks: Support financial planners by preparing detailed financial plans and reports.
  • Company: Join a leading financial planning firm known for personalized client service.
  • Benefits: Enjoy competitive salary, flexible work options, and private medical insurance.
  • Why this job: Be part of a dynamic team with opportunities for growth and professional development.
  • Qualifications: Strong analytical skills and attention to detail are essential.
  • Other info: Remote work available, with occasional visits to the London office.

The predicted salary is between 36000 - 60000 £ per year.

NJR Recruitment is thrilled to be working with a leading financial planning firm dedicated to providing tailored financial advice and solutions to their clients. They pride themselves on their professional yet personal approach, ensuring their clients receive the highest standard of service. As they continue to grow, we are looking for a dedicated Paraplanner to join their dynamic team. What they offer: Competitive salary and benefits package. Opportunities for professional development and career progression. Supportive and collaborative working environment. Flexible working arrangements. Access to ongoing training and development programs Remote working, but will be required to go to the London office a couple of times a month Private Medical Insurance Death In Service Critical Illness Cover As a Paraplanner you will play a crucial role in supporting the financial planners by preparing detailed and accurate financial plans, reports, and recommendations. Your analytical skills and attention to detail will be key in helping to deliver exceptional service to their clients. Key Responsibilities: Conduct detailed research and analysis on various financial products and solutions. Pre…

Senior Paraplanner employer: NJR Recruitment

NJR Recruitment is an exceptional employer, offering a competitive salary and benefits package alongside a supportive and collaborative work environment. With a strong focus on professional development and flexible working arrangements, employees are empowered to grow their careers while maintaining a healthy work-life balance. The opportunity to work remotely, with occasional visits to the London office, ensures that team members can thrive in a dynamic setting while receiving ongoing training and support.
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Contact Detail:

NJR Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior Paraplanner

✨Tip Number 1

Make sure to familiarize yourself with the latest financial products and regulations. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in the field.

✨Tip Number 2

Network with professionals in the financial planning industry. Attend relevant events or join online forums to connect with others who can provide insights or even refer you to opportunities.

✨Tip Number 3

Prepare to discuss specific examples of how you've used your analytical skills in past roles. Being able to articulate your experience will set you apart from other candidates.

✨Tip Number 4

Research the company culture of the firm you're applying to. Understanding their values and approach will help you tailor your conversation during the interview and show that you're a great fit for their team.

We think you need these skills to ace Senior Paraplanner

Financial Analysis
Attention to Detail
Research Skills
Report Writing
Client Relationship Management
Knowledge of Financial Products
Regulatory Compliance
Analytical Skills
Communication Skills
Time Management
Problem-Solving Skills
Team Collaboration
Adaptability
Technical Proficiency in Financial Software

Some tips for your application 🫡

Understand the Role: Take the time to thoroughly read the job description for the Senior Paraplanner position. Understand the key responsibilities and required skills, so you can tailor your application to highlight your relevant experience.

Highlight Relevant Experience: In your CV and cover letter, emphasize your previous experience in financial planning or paraplanning. Use specific examples that demonstrate your analytical skills and attention to detail, as these are crucial for the role.

Showcase Your Skills: Make sure to showcase any relevant qualifications or certifications you have in financial planning. Mention any software or tools you are proficient in that are commonly used in the industry.

Personalize Your Application: Address your cover letter to the hiring manager if possible, and express why you are specifically interested in working with this financial planning firm. A personal touch can make your application stand out.

How to prepare for a job interview at NJR Recruitment

✨Showcase Your Analytical Skills

As a Senior Paraplanner, your analytical skills are crucial. Be prepared to discuss specific examples of how you've conducted detailed research and analysis in previous roles. Highlight any financial products or solutions you've worked with.

✨Demonstrate Attention to Detail

Attention to detail is key in this role. During the interview, mention instances where your meticulous nature has led to successful outcomes, such as avoiding errors in financial reports or enhancing client satisfaction.

✨Understand Their Approach

Familiarize yourself with the firm's professional yet personal approach to financial planning. Be ready to explain how you align with their values and how you can contribute to maintaining their high standard of service.

✨Ask Insightful Questions

Prepare thoughtful questions about the company's culture, opportunities for professional development, and the specifics of the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.

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  • Senior Paraplanner

    London
    Full-Time
    36000 - 60000 £ / year (est.)
    Apply now

    Application deadline: 2026-12-12

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    NJR Recruitment

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