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For Companies At a Glance
- Tasks: Shape financial plans and develop innovative client strategies in a tech-driven environment.
- Company: Fast-growing financial advice firm with a focus on innovation and collaboration.
- Benefits: Salary up to £75,000, hybrid working, and opportunities for professional growth.
- Why this job: Play a pivotal role in redefining financial planning and drive real change.
- Qualifications: Chartered or near-Chartered with 5+ years of financial planning experience.
- Other info: Join a dynamic team and enjoy significant responsibility and autonomy.
The predicted salary is between 54000 - 84000 £ per year.
An innovative and fast-growing financial advice firm is seeking an experienced, highly technical Financial Planner (Paraplanner) to join its specialist planning team. This is a unique role where, instead of reporting to a Financial Adviser, the successful candidate will play a key role in shaping the firm's advice processes and delivering outstanding financial plans for clients.
Salary up to £75,000 - hybrid working 2 days at least in the London office. This is a non-client-facing role, but one that offers significant responsibility, autonomy, and influence in the firm's strategic direction. By leveraging cutting-edge technology, this firm removes administrative burdens, allowing its financial planning team to focus on high-quality advice and innovation.
The Opportunity
- Own the end-to-end advice process - Shape financial plans, develop client strategies, and maintain best-in-class advice standards.
- Be part of a specialist planning team - A step up from traditional paraplanning, this role offers more influence, responsibility, and technical input.
- Drive innovation - Work closely with the tech team to refine advice processes, remove admin, and improve efficiency.
- Help shape the future of financial planning - Take a leadership role in developing new advice strategies and mentoring junior colleagues.
What's Needed to Succeed
- Client-first approach - Passionate about delivering exceptional financial advice and improving client outcomes.
- Technical expertise - A broad knowledge across multiple financial planning areas, with strong analytical skills.
- Technology-driven - Comfortable using tech solutions to enhance advice processes and improve efficiency.
- Collaborative and open-minded - Thrives in a close-knit, innovative team environment.
- Qualified - Chartered or near-Chartered (1-2 exams remaining), with at least 5 years of experience preparing financial advice for clients.
Take the Next Step
For a highly technical financial planner looking to move beyond traditional paraplanning and take on a more strategic, impactful role, this is an unmissable opportunity. Apply now to be part of a firm that is redefining financial planning for the future.
Paraplanner in London employer: Ortus Psr
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in London
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at events. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and its tech-driven approach. We want to see you shine, so think about how your skills can help shape their advice processes and drive innovation.
✨Tip Number 3
Showcase your technical expertise during interviews. Bring examples of how you've used technology to enhance financial planning in the past. We love seeing candidates who can demonstrate their analytical skills and client-first approach.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals ready to take on a pivotal role in our innovative team.
We think you need these skills to ace Paraplanner in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Paraplanner role. Highlight your technical expertise and any innovative projects you've been part of, as we love seeing how you can drive change!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for financial advice and how you can contribute to our tech-driven approach. Be genuine and let your personality come through.
Showcase Your Tech Savvy: Since we're all about leveraging technology, mention any tools or software you're comfortable with. If you've improved processes using tech solutions, share those examples to show us how you can enhance our advice processes.
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 this exciting opportunity. Plus, it shows you’re keen on joining our innovative team!
How to prepare for a job interview at Ortus Psr
✨Know Your Stuff
Make sure you brush up on your technical knowledge across various financial planning areas. Be ready to discuss specific strategies and processes you've implemented in the past, as this role demands a high level of expertise.
✨Showcase Your Client-First Approach
Prepare examples that highlight your commitment to delivering exceptional financial advice. Think about times when you went above and beyond for clients and how that improved their outcomes.
✨Embrace Technology
Since this firm is tech-driven, be prepared to discuss how you've used technology to enhance advice processes in your previous roles. Share any tools or software you're familiar with that could benefit the team.
✨Collaborate and Contribute
This role thrives in a collaborative environment, so think of ways you've worked effectively within a team. Be ready to share your thoughts on mentoring junior colleagues and how you can contribute to shaping the firm's future.
