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- Tasks: Lead paraplanning processes and produce high-quality reports for financial products.
- Company: Join a top wealth management firm known for its dynamic growth and client-focused services.
- Benefits: Enjoy hybrid working, a competitive salary, and discretionary bonuses.
- Why this job: Gain hands-on experience in a fast-paced environment with a focus on excellence and teamwork.
- Qualifications: 3-4 years of paraplanning experience and RQF level 4 Diploma in Financial Planning required.
- Other info: Opportunity to work with driven professionals and enhance your career in financial planning.
The predicted salary is between 36000 - 60000 £ per year.
Senior Paraplanner
Location: City of London
Salary: £60k-£65k base range, DOE + 2 annual discretionary bonuses + extensive benefits.
Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a personalised approach to investing? Join our client\’s dynamic team, where your expertise will contribute to the success of a company that aligns with clients\’ best interests through a transparent fee structure and recognised European custodians.
Senior Paraplanner Role: We are delighted to be working with our prestigious client based in Canary Wharf as they are recruiting for a Senior Paraplanner in their UK Additions Team. The role involves analysing trading, client portfolios, and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation, and account structure suitability. Reporting to the team leader, this role is client-facing, requiring fact‑finding discussions, suitability report writing, and advice delivery. This position follows a hybrid working model.
- Conduct fact‑finding calls with clients to evaluate objectives, portfolio holdings, time horizon, cash flow needs, and financial situations to determine suitable asset allocation recommendations.
- Review and formulate plans for clients with highly specialised situations.
- Assess existing pension and investment bond arrangements for suitability for transfer/surrender.
- Directly communicate advice to clients and present written proposals and recommendations for transfers.
- Collaborate with other departments to enhance client outcomes through resource development and training.
- Participate in ad hoc projects to improve PCA Group efficiency.
- Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice.
Senior Paraplanner Qualifications:
- University degree or equivalent combination of education/experience.
- Level 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice (Diploma preferable).
- 3+ years of financial services experience required.
- Strong understanding of Financial Planning principles and client suitability.
- Experience working with accuracy and ability to organise/time‑manage.
- Quantitative in nature, with the ability to work under pressure and in a dynamic team environment.
- Initial Fit and Proper (F&P) assessment required before performing the role independently, with annual Fit & Proper Assessments to ensure ongoing compliance.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Administrative and Other
Industries
Financial Services and Investment Banking
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Senior Paraplanner employer: Tate Recruitment
Contact Detail:
Tate Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with current Senior Paraplanners and learn about their experiences. This can provide you with valuable insights and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and tools in paraplanning. Being tech-savvy is crucial, so explore CRM systems and task management tools that are commonly used in the industry. This knowledge will help you stand out during interviews.
✨Tip Number 3
Demonstrate your proactive nature by preparing questions for the interview that show your understanding of the company's operations and challenges. This not only highlights your interest but also your readiness to contribute to their success.
✨Tip Number 4
Consider reaching out to current employees at the company via LinkedIn. Ask them about their experiences and any tips they might have for applying. This can give you insider knowledge and help you tailor your approach when you apply through our website.
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in paraplanning, especially any roles within chartered or fast-paced financial planning environments. Emphasise your technical skills and qualifications, such as the RQF level 4 Diploma in Financial Planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the wealth management sector. Mention specific examples of how you've driven process improvements or produced high-quality suitability reports in previous positions.
Highlight Key Skills: In your application, clearly outline your detail-oriented nature and proactive approach. Provide examples of how you've successfully managed case pipelines and collaborated with teams to uphold high standards.
Proofread Your Application: Before submitting, thoroughly proofread your application materials. Ensure there are no spelling or grammatical errors, and that all information is accurate and well-presented. A polished application reflects your attention to detail.
How to prepare for a job interview at Tate Recruitment
✨Showcase Your Technical Expertise
As a Senior Paraplanner, it's crucial to demonstrate your strong technical paraplanning experience. Be prepared to discuss specific examples of suitability reports you've produced and how you've ensured compliance in your previous roles.
✨Highlight Your Process-Driven Mindset
The company values efficiency and consistency. Share instances where you've built or refined systems to improve workflows. This will show that you understand the importance of process leadership in a fast-paced environment.
✨Emphasise Team Collaboration
Since the role involves partnering with advisers and administrators, be ready to talk about your experiences working in teams. Highlight how you've upheld high standards and ensured accountability within your team.
✨Demonstrate Proactivity and Initiative
Being a self-starter is key for this position. Prepare to share examples of how you've taken initiative in past roles, especially in dynamic settings. This will illustrate your ability to thrive in a rapidly expanding environment.
