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- Tasks: Deliver exceptional financial planning service and produce accurate reports for clients.
- Company: Join a forward-thinking wealth management firm focused on client relationships.
- Benefits: Generous holiday, health insurance, pension contributions, and flexible cash allowance.
- Why this job: Make a real impact in clients' lives while enjoying autonomy and career growth.
- Qualifications: Experience in paraplanning and strong analytical skills required.
- Other info: Dynamic environment with continuous improvement opportunities and bonus potential.
The predicted salary is between 38154 - 44502 £ per year.
As a valued member of our team, your focus as a Paraplanner is to deliver exceptional service to our clients. You enjoy helping individuals understand their financial planning recommendations and take pride in the accuracy of your work, knowing it makes a real difference. We’re committed to building meaningful, one‑to‑one client interactions, and your insight will play a key role in strengthening those relationships. This role offers you genuine autonomy to excel with plenty of space to take ownership. Our culture is built around trust and reward, empowering you to make impactful contributions.
As our next Paraplanner, you’ll be producing financial reports for the full range of products recommended by our Advisers. You will also conduct quality checks on your own reports and those of your colleagues to mitigate business risk, ensuring we meet all regulatory requirements. With us, you will have the opportunity to participate in continuous improvement activities to proactively manage the client experience. Your expertise will help to set up our Financial Advisers for successful client conversations, ensuring that financial advice and reports satisfy internal and external regulatory requirements.
Skills and experience required:- Paraplanning experience: able to research and analyse client circumstances, build compliant financial plans, and draft clear, client‑ready suitability reports.
- Technical proficiency: across pensions, investments, protection and taxation principles, with the ability to apply them to complex client scenarios.
It is a role requirement to pass any professional qualifications relevant to the role that may be introduced by future legislation.
Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days.Health & Wellbeing: Company-paid Private Medical Insurance, Life Insurance, and Health Screening.
Company Pension Contribution: A matched pension contribution of up to 15% of your base pay.
Cash Allowance: Flexible allowance to spend on additional benefits personal to you, including: dental cover, paid sabbatical leave, gym membership, menopause support.
Bonus Opportunity: Dependent on individual/company performance (eligible after 3 months’ service).
Financial Advice: Access to free financial advice to help secure your financial future.
If you are ready to explore our vacancies further, get scrolling! The 'Search for Jobs' page shows you all our current roles, each providing an opportunity to develop your career in an organisation that, through innovative products and technology and a clear client focus, has set its sights on being at the forefront of the Wealth Management market.
Paraplanner employer: Schroders Personal Wealth
Contact Detail:
Schroders Personal Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opening or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss pensions, investments, and taxation principles. We want to see that you can handle complex client scenarios with ease!
✨Tip Number 3
Showcase your attention to detail! During interviews, highlight examples of how you've produced accurate financial reports and conducted quality checks. This will demonstrate your commitment to compliance and risk management.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, keep an eye on our careers page for new roles – they pop up all the time!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your paraplanning experience and technical skills, especially in pensions and investments, to show us you’re the perfect fit!
Showcase Your Attention to Detail: Since accuracy is key in this role, give examples of how you've ensured quality in your previous work. We want to see that you take pride in producing client-ready reports and can conduct thorough quality checks.
Demonstrate Your Client Focus: We love candidates who understand the importance of client relationships. Share any experiences where you’ve helped clients navigate their financial planning, as this will resonate with our commitment to exceptional service.
Apply Through Our Website: Don’t forget to submit your application through our careers page! It’s the best way for us to receive your details and get you one step closer to joining our team.
How to prepare for a job interview at Schroders Personal Wealth
✨Know Your Stuff
Make sure you brush up on your paraplanning knowledge, especially around pensions, investments, and taxation principles. Be ready to discuss how you've applied this knowledge in real-life scenarios, as it shows you can handle complex client situations.
✨Showcase Your Attention to Detail
Since accuracy is key in this role, prepare examples that highlight your attention to detail. Talk about how you've conducted quality checks on reports and ensured compliance with regulatory requirements in your previous roles.
✨Demonstrate Client-Centric Thinking
This role is all about building meaningful client relationships. Think of instances where you've gone above and beyond to enhance the client experience. Share how your insights have positively impacted client interactions.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture and the team dynamics. This not only shows your interest but also helps you gauge if the environment aligns with your values, especially regarding autonomy and trust.
