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- Tasks: Prepare high-quality advice reports 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 client-focused team and make a real difference in people's financial lives.
- Qualifications: Experience as a Paraplanner with strong attention to detail and communication skills.
- Other info: Dynamic environment with opportunities for professional growth and development.
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 in London employer: Qualitas
Contact Detail:
Qualitas Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Lead Paraplanner in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at the firm you're eyeing. A friendly chat can sometimes lead to insider info or even a referral.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge and recent industry trends. We want you to shine when discussing suitability reports and compliance standards, so practice articulating your thoughts clearly.
✨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 highlight your ability to support Financial Planners effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Lead Paraplanner in London
Some tips for your application 🫡
Read the Job Description Thoroughly: Before you dive into your application, take a moment to really absorb the job description. It’s packed with clues about what we’re looking for, and tailoring your application to match can make a huge difference!
Showcase Your Experience: When writing your application, highlight your previous experience as a Paraplanner. We want to see how your skills align with our needs, especially in preparing suitability reports and conducting technical research.
Be Detail-Oriented: Attention to detail is key in this role, so make sure your application reflects that. Double-check for any typos or errors, and ensure your written communication is clear and professional – it’s your first impression!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you’re keen on joining our team!
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 that highlight your experience as a Paraplanner. Talk about how you've contributed to client outcomes and supported Financial Planners, as this will demonstrate your fit for the position.
✨Ask Smart Questions
During the interview, don’t hesitate to ask insightful questions about the firm's client-centric approach and collaborative culture. This shows your genuine interest in the company and helps you understand if it’s the right fit for you.
✨Be Organised
Bring along any necessary documents, such as your CV and references, neatly organised. Also, prepare a list of your own questions and points you want to cover, so you can keep the conversation flowing smoothly.
