At a Glance
- Tasks: Manage complex financial cases and produce high-quality reports.
- Company: Reputable independent financial planning firm in West London.
- Benefits: Up to £70,000 salary, pension, life assurance, and 25 days annual leave.
- Other info: Hybrid working with strong support for professional development.
- Why this job: Join a collaborative team and make a real impact on client outcomes.
- Qualifications: 5+ years paraplanning experience and Chartered status required.
The predicted salary is between 60000 - 70000 £ per year.
Location: West London Hybrid 2 days WFH
Salary: Up to £70,000 depending on experience
Hours: Monday to Friday 8:30am to 5:30 pm
Benefits: Pension, life assurance, and eye care; 25 days annual leave plus bank/public holidays and annual leave purchase option; Discretionary annual bonus.
About the position:
We are working with a highly regarded independent financial planning firm known for delivering tailored, whole-of-market advice and building long-term client relationships. They are seeking an experienced Senior Paraplanner to join their London team, taking ownership of complex technical cases across pensions, investments, offshore bonds, and estate planning. You will work closely with Financial Planners to deliver high-quality, compliant advice, ensuring accuracy, technical robustness, and strong client outcomes. This is a key role within a collaborative and high-performing environment, offering hybrid working, strong benefits, and genuine support for professional development.
Responsibilities:
- Manage complex paraplanning cases end-to-end across pensions, investments, defined benefit schemes, offshore bonds, and estate planning.
- Produce high-quality, compliant suitability reports and technical recommendations.
- Review fact finds, calculations, and supporting documentation for accuracy and suitability.
- Partner closely with Financial Planners to support holistic client advice.
- Provide technical input on trusts, taxation, and probate planning.
- Support efficient case progression, liaising with internal and offshore teams.
- Mentor junior paraplanners and provide technical oversight where required.
- Ensure all work meets regulatory and internal quality standards.
- Undertake technical research for complex or non-standard cases.
Experience and skills required:
- 5+ years' paraplanning experience within financial services.
- Chartered status (CII Advanced Diploma or equivalent) essential.
- Strong technical knowledge across pensions, investments, DB schemes, offshore bonds, and estate planning.
- Proven ability to produce complex suitability reports and recommendations.
- Confident reviewing technical data, calculations, and fact finds.
- Strong understanding of trusts, taxation, and probate planning.
- Able to perform in a fast-paced, high-quality output environment.
- Strong attention to detail with a structured, solutions-focused approach.
For more information regarding the role, please contact us.
Paraplanner in London employer: Stellar Select
Join a highly regarded independent financial planning firm in West London, where you will thrive in a collaborative and high-performing environment. With a strong focus on professional development, generous benefits including a competitive salary, hybrid working options, and a supportive culture, this role as a Paraplanner offers the opportunity to make a meaningful impact while advancing your career in financial services.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who are already working as paraplanners. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss pensions, investments, and estate planning. We want you to shine when they ask about your experience with complex cases!
✨Tip Number 3
Don’t forget to showcase your soft skills! Being a paraplanner isn’t just about numbers; it’s also about building relationships. Be ready to talk about how you’ve collaborated with financial planners and mentored junior team members.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to connect directly with us. Let’s get you that dream job together!
We think you need these skills to ace Paraplanner in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your experience in managing complex cases and producing suitability reports, as these are key aspects of the job. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about paraplanning and how your background makes you a great fit for our team. Keep it concise but engaging – we love a good story!
Showcase Your Technical Skills:Since this role requires strong technical knowledge, make sure to highlight your expertise in pensions, investments, and estate planning. We want to know how you've tackled complex cases in the past, so don't hold back!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it's super easy!
How to prepare for a job interview at Stellar Select
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and estate planning. Be ready to discuss complex cases you've handled in the past and how you approached them.
✨Showcase Your Reports
Prepare to talk about the suitability reports you've produced. Highlight your attention to detail and how you ensure compliance and accuracy in your recommendations. Bring examples if possible!
✨Collaborate Like a Pro
Since this role involves working closely with Financial Planners, be prepared to discuss how you’ve successfully partnered with others in the past. Share examples of how you’ve contributed to team success and client outcomes.
✨Ask Smart Questions
At the end of the interview, don’t forget to ask insightful questions about the firm’s approach to paraplanning and their expectations. This shows your genuine interest and helps you gauge if it’s the right fit for you.
