Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Prepare high-quality advice and conduct technical research for clients.
- Company: A growing financial planning firm in the heart of London.
- Benefits: Competitive salary, bonus potential, flexible working, and generous holiday allowance.
- Why this job: Join a collaborative team and make a real impact on client outcomes.
- Qualifications: Experience as a Paraplanner with strong attention to detail and communication skills.
- Other info: Opportunity for professional growth and ongoing industry knowledge development.
The predicted salary is between 43200 - 72000 £ per year.
A well-established, growing financial planning firm in the City of London that provides advice to private clients and high-net-worth individuals. The business is known for its client-centric approach, collaborative culture, and commitment to delivering high-quality, technically robust advice. Due to continued growth, they are looking to appoint an experienced Paraplanner to support their Financial Planning team.
This role offers the opportunity to work closely with advisers, contribute to technical research, and play a key role in delivering excellent client outcomes.
The Role
The Senior Paraplanner will support Financial Planners by preparing high-quality written advice, carrying out technical research, and ensuring all client recommendations are compliant, accurate, and delivered efficiently. You will work across a broad range of advice areas, supporting both ongoing and new client work, while helping the business maintain high technical and compliance standards.
Key Responsibilities
- Prepare suitability reports across a wide range of advice types.
- Carry out technical research to support client recommendations.
- Ensure all compliance and regulatory requirements are met.
- Support Financial Planners with client cases and technical queries.
- Maintain accurate records across core systems.
- Liaise with advisers to progress and complete client work.
- Contribute to process improvements and operational efficiency.
- Participate in team meetings and support business objectives.
- Maintain ongoing CPD and industry knowledge.
Skills & Experience
- Previous experience as a Paraplanner within a financial planning or wealth management firm.
- Experience producing suitability reports.
- Strong technical knowledge across a broad range of advice areas.
- Excellent attention to detail and written communication skills.
- Strong organisational and prioritisation abilities.
- Proficiency with Microsoft Office and industry systems.
Desirable
- Diploma in Financial Planning (DipPFS) or working towards Chartered status.
- Experience with cashflow modelling.
- Knowledge of trusts and estate planning.
- Experience using systems such as Salesforce or similar CRM platforms.
Package
- Salary up to 72,000
- Bonus potential up to 18,000 (personal and company targets)
- Flexible working arrangements
- Generous holiday allowance
- Additional benefits and team incentives
Lead Paraplanner in City of London employer: Qualitas
Contact Detail:
Qualitas Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Lead Paraplanner in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know that can land you that Lead Paraplanner role.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and compliance standards. We recommend practising common interview questions related to suitability reports and client recommendations. Show them you’re not just a great Paraplanner, but the best fit for their team!
✨Tip Number 3
Don’t forget to showcase your attention to detail! Bring examples of your previous work, like suitability reports or research you've conducted. We want to see how you ensure compliance and accuracy in your recommendations – it’s a big deal in this industry!
✨Tip Number 4
Apply through our website! It’s the best way to get noticed. We’ve got a streamlined process that makes it easy for you to submit your application and show us why you’d be a fantastic addition to our financial planning team.
We think you need these skills to ace Lead Paraplanner in City of London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Lead Paraplanner role. Highlight your experience in producing suitability reports and your strong technical knowledge, as these are key for us.
Showcase Your Attention to Detail: Since this role requires excellent attention to detail, include examples in your application that demonstrate how you've maintained accuracy in your previous work. We love seeing candidates who take pride in their work!
Highlight Your Team Spirit: We value a collaborative culture here at StudySmarter, so don’t forget to mention any experiences where you’ve worked closely with advisers or contributed to team objectives. It shows you’re a great fit for our environment!
Apply Through Our Website: For the best chance of success, make sure to apply through our website. It helps us keep track of your application and ensures you’re considered for the Lead Paraplanner position directly!
How to prepare for a job interview at Qualitas
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning and wealth management. Be ready to discuss suitability reports and compliance requirements, as these are crucial for the role of a Lead Paraplanner.
✨Showcase Your Experience
Prepare specific examples from your previous roles where you've successfully supported Financial Planners or contributed to client outcomes. Highlight your experience with cashflow modelling and any relevant systems like Salesforce to demonstrate your fit for the position.
✨Ask Smart Questions
During the interview, don’t hesitate to ask insightful questions about the firm's approach to client-centric advice and how they maintain compliance standards. This shows your genuine interest in their operations and helps you gauge if it’s the right fit for you.
✨Demonstrate Team Spirit
Since the firm values a collaborative culture, be prepared to discuss how you’ve worked effectively in teams before. Share examples of how you’ve contributed to process improvements or supported colleagues, as this will resonate well with their ethos.
