Paraplanner

Paraplanner

London Full-Time 36000 - 48000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support Financial Advisors with reports, client meetings, and financial plans.
  • Company: Join a reputable financial planning firm in London with over 10 years of experience.
  • Benefits: Enjoy a salary of £45,000 - £47,000, flexible working, and support for professional qualifications.
  • Why this job: Be part of a collaborative team focused on personal client relationships and career development.
  • Qualifications: Must have Level 4 Diploma and 3+ years of Paraplanning experience.
  • Other info: Hybrid working options available in a supportive environment.

The predicted salary is between 36000 - 48000 £ per year.

1 day ago Be among the first 25 applicants

Are you a Diploma qualified Paraplanner looking to join a dynamic financial planning firm in London and receive support to obtain qualifications to develop your career?
As a Paraplanner, you will provide the Financial Advisors with high-quality support by successfully undertaking the following duties:

  • Supporting the team of Financial Advisors by providing technical information and participating in client meetings where necessary
  • Producing suitability reports for presentation
  • Liaising with the internal team, product providers and any other relevant providers whilst thoroughly checking and submission of business to the appropriate network
  • Preparing clients financial plans and cash flow analysis, using Voyant

This role is available with our client due to expansion within their team.
Paraplanner Requirements

  • You must be Level 4 Diploma qualified individual
  • You must have at least 3+ years experience as a Paraplanner within an IFA or multi-tied experience (not single-tied)
  • You must have excellent written and spoken English
  • You should be IT literate especially in Microsoft Office and ideally, you have knowledge in using Voyant
  • You should be a positive and organised team player with excellent interpersonal skills

The Company
The company have been established for over 10 years with a great reputation of providing clients with a highly personal. They are focused on building long term relationships with clients based on trust, open communication and honest advice. You will benefit from a collaborative and supportive working environment and will be encouraged to study towards professional qualifications.
Paraplanner Benefits

  • Salary of £45,000 – £47,000 plus benefits
  • Benefits include pension, death in service, critical illness cover, flexible working options and discretionary bonus
  • Plus, support toward your Chartered Paraplanner qualification
  • Working in a collaborative and supportive environment
  • Hybrid working

Location
London
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Seniority level

  • Seniority level

    Mid-Senior level

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Finance and Sales

  • Industries

    Investment Advice

Referrals increase your chances of interviewing at Sahasraa Solutions by 2x

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We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

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Paraplanner employer: Sahasraa Solutions

Join a dynamic financial planning firm in London that prioritises employee development and offers a collaborative work culture. With a strong focus on building long-term client relationships, you will receive support towards your Chartered Paraplanner qualification while enjoying flexible working options and a comprehensive benefits package, including pension and discretionary bonuses.
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Contact Detail:

Sahasraa Solutions Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Paraplanner

✨Tip Number 1

Network with professionals in the financial planning industry. Attend relevant events or join online forums where you can connect with other Paraplanners and Financial Advisors. This can help you gain insights into the role and potentially lead to referrals.

✨Tip Number 2

Familiarise yourself with Voyant software, as it's mentioned in the job description. Consider taking a short course or watching tutorials online to enhance your skills. Being proficient in this tool will make you stand out during the interview process.

✨Tip Number 3

Prepare for potential client meetings by practising your communication skills. Role-play scenarios with a friend or mentor to build confidence in discussing financial plans and suitability reports. Strong interpersonal skills are crucial for this position.

✨Tip Number 4

Research the company’s values and culture. Understanding their approach to client relationships and teamwork will help you align your answers during interviews. Show that you’re not just a fit for the role, but also for the company ethos.

We think you need these skills to ace Paraplanner

Level 4 Diploma in Financial Planning
Experience as a Paraplanner (3+ years)
Excellent written and spoken English
IT literacy, particularly in Microsoft Office
Knowledge of Voyant software
Technical report writing
Client meeting participation
Interpersonal skills
Organisational skills
Team collaboration
Financial planning and cash flow analysis
Attention to detail
Problem-solving skills
Ability to liaise with product providers

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your Level 4 Diploma and at least 3 years of experience as a Paraplanner. Emphasise your technical skills, particularly in producing suitability reports and using Voyant.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to support Financial Advisors. Mention specific examples of how you've contributed to client meetings or produced financial plans.

Highlight Relevant Skills: In your application, emphasise your excellent written and spoken English, IT literacy, and interpersonal skills. These are crucial for the role and will set you apart from other candidates.

Show Enthusiasm for Professional Development: Express your eagerness to further your qualifications, such as pursuing the Chartered Paraplanner qualification. This shows your commitment to growth within the company and the industry.

How to prepare for a job interview at Sahasraa Solutions

✨Showcase Your Technical Knowledge

As a Paraplanner, it's crucial to demonstrate your understanding of financial planning concepts. Be prepared to discuss your experience with producing suitability reports and how you approach client meetings. Highlight any specific tools you've used, like Voyant, to show your technical proficiency.

✨Emphasise Team Collaboration

This role requires working closely with Financial Advisors and other team members. Share examples from your past experiences where you successfully collaborated on projects or contributed to team goals. This will illustrate your ability to be a positive and organised team player.

✨Prepare for Scenario-Based Questions

Expect questions that assess your problem-solving skills and decision-making process. Prepare for scenarios related to client financial plans or cash flow analysis. Think about how you would handle specific situations and be ready to explain your thought process.

✨Ask Insightful Questions

At the end of the interview, take the opportunity to ask questions that show your interest in the company and the role. Inquire about their approach to client relationships or how they support professional development. This demonstrates your enthusiasm and commitment to growing within the firm.

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