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- 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 difference in clients' financial lives.
- 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 RoleThe 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.
- 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.
- 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.
- 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 employer: Qualitas
Contact Detail:
Qualitas Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Lead Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work at firms you're interested in. A friendly chat can sometimes lead to job opportunities that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and recent industry trends. We want you to shine when discussing suitability reports or compliance standards, so practice articulating your thoughts clearly and confidently.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed multiple client cases or improved processes in your previous roles. This will demonstrate your ability to handle the responsibilities of a Lead Paraplanner.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Lead Paraplanner
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 at StudySmarter.
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 written communication!
Highlight Your Collaborative Spirit: We value a collaborative culture here at StudySmarter, so make sure 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: 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 Lead Paraplanner position. We can’t wait to hear from you!
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 prepared to discuss suitability reports and compliance requirements in detail, as this will show that you’re not just familiar with the role but also passionate about delivering high-quality advice.
✨Showcase Your Experience
Prepare specific examples from your previous roles where you’ve successfully supported Financial Planners or contributed to client outcomes. Highlight any experience with cashflow modelling or working with CRM systems like Salesforce, as these are valuable skills for the position.
✨Ask Smart Questions
During the interview, don’t hesitate to ask insightful questions about the firm’s approach to client service and how they maintain compliance standards. This demonstrates your interest in their processes and shows that you’re thinking critically about how you can contribute to their success.
✨Be Organised and Professional
Make sure you have all your documents ready, including your CV and any relevant qualifications. Arrive on time and dress appropriately for a professional setting. Being organised reflects your attention to detail, which is crucial for a Lead Paraplanner role.
