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- Tasks: Analyse client portfolios and create detailed financial reports for high-value cases.
- Company: Global investment-led financial planning firm with a focus on quality advice.
- Benefits: Salary up to £70,000, enhanced pension, private medical cover, and generous leave.
- Why this job: Join a high-calibre team and make a real impact in financial planning.
- Qualifications: Level 4 Diploma in Financial Planning and strong analytical skills required.
- Other info: Enjoy hybrid working after onboarding and excellent career progression opportunities.
The predicted salary is between 42000 - 84000 £ per year.
Working Pattern: Office-based initially (c. 3 months), then hybrid.
Sector: Investment-led Financial Planning.
An opportunity has arisen within a global, investment-led financial planning firm that is expanding its UK New Business function. The firm is seeking an experienced Paraplanner to join a highly analytical, advice-focused team working at the front end of regulated advice on complex, high-value client cases. This is a technical, intellectually rigorous role suited to paraplanners who enjoy deep analysis, complex planning scenarios, and quality over volume.
The Role
- Analyse prospective client portfolios and financial positions.
- Assess suitability across pensions, investment bonds, and tax structures.
- Formulate asset allocation recommendations.
- Produce detailed, high-quality suitability reports.
- Review pension transfers and bond surrender suitability.
- Contribute to internal training and knowledge sharing.
- Support ad hoc projects aimed at improving process efficiency.
- Operate within a robust T&C framework and Fit & Proper requirements.
Onboarding & Working Model
Office-based during initial onboarding (typically around 3 months). Hybrid working available following successful onboarding and competency sign-off.
About You
- Level 4 Diploma in Financial Planning (or equivalent).
- Strong quantitative and analytical skills.
- Excellent attention to detail and ability to manage complex cases.
- Confident working under pressure in a dynamic environment.
- Genuine interest in investment-led, high-quality financial planning.
Salary & Benefits
- Salary up to £70,000.
- Enhanced pension contributions.
- Private medical cover.
- Generous annual leave entitlement.
- Wellbeing and employee assistance support.
- Ongoing training and long-term technical development.
This is a standout opportunity for a technically strong paraplanner looking to work in a high-calibre, investment-focused environment with clear progression and long-term stability.
Senior Paraplanner in City of London employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for a Senior Paraplanner role. You never know who might have the inside scoop on opportunities that aren't advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Since this role is all about deep analysis and complex planning, make sure you can confidently discuss asset allocation recommendations and suitability assessments. We want you to shine!
✨Tip Number 3
Showcase your analytical skills with real-life examples during interviews. Talk about specific cases where you've successfully navigated complex financial scenarios. This will demonstrate your expertise and fit for the role.
✨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 take the initiative to engage directly with us.
We think you need these skills to ace Senior Paraplanner in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Senior Paraplanner role. Highlight your analytical skills and any experience with complex financial planning scenarios to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about investment-led financial planning and how your background makes you a perfect fit for our team.
Showcase Your Attention to Detail: In this role, attention to detail is key. Make sure your application is free from typos and errors, and consider including examples of how you've managed complex cases in the past.
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!
How to prepare for a job interview at Recruit UK
✨Know Your Numbers
As a Senior Paraplanner, you'll need to demonstrate your strong quantitative and analytical skills. Brush up on key financial metrics and be ready to discuss how you've used data to inform your recommendations in past roles.
✨Master the Complex Cases
This role involves analysing complex client portfolios. Prepare by reviewing case studies or examples of intricate financial planning scenarios you've handled before. Be ready to explain your thought process and the outcomes of your analyses.
✨Attention to Detail is Key
Given the emphasis on producing high-quality suitability reports, practice articulating how you ensure accuracy in your work. Share specific examples where your attention to detail made a significant difference in client outcomes.
✨Show Your Passion for Financial Planning
The firm is looking for someone with a genuine interest in investment-led financial planning. Be prepared to discuss what excites you about this field and how you stay updated on industry trends and developments.
