At a Glance
- Tasks: Support financial planners, conduct product research, and attend client meetings.
- Company: Reputable chartered financial planning firm in the City of London.
- Benefits: Up to £70,000 salary, hybrid working, generous holiday, and full study support.
- Other info: Great career growth opportunities and a strong focus on professional development.
- Why this job: Join a supportive team and make a real impact in wealth management.
- Qualifications: Minimum 3 years experience and chartered or near completion.
The predicted salary is between 70000 - 70000 £ per year.
We are partnering with a highly regarded, chartered financial planning firm in the City of London to recruit a Senior Paraplanner. Our client has built a strong reputation for its supportive culture and talented team, making this an excellent opportunity for an experienced paraplanner seeking a long-term move within wealth management.
Role Overview
- Providing technical support to financial planners
- Attending client meetings
- Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
- Cashflow modelling
- IHT Planning
- Writing & tailoring high quality suitability letters based on consultation with the Adviser
- Demonstrating an awareness of compliance & regulations
Key Requirements
- Minimum 3 years experience (essential)
- Experience working with HNW clients (desirable)
- Chartered/ near to completion (essential)
The Package
- Starting salary: up to c£70,000 + bonus
- Hybrid / flexible working
- Generous Pension Scheme
- 25 days holiday plus your birthday and a Christmas shopping day off plus bank holidays. This increases with service
- Full study support towards professional qualifications
- Group life assurance
- Income protection
- Vitality Healthcare plus full cover for therapy and counselling
To be considered for this opportunity, please submit your latest CV or connect with Paul Taylor on LinkedIn.
Senior Paraplanner - Boutique IFA in London employer: Taylor James Professional Recruitment
Join a highly regarded chartered financial planning firm in the City of London, known for its supportive culture and commitment to employee development. With a competitive salary, generous benefits including a robust pension scheme, and opportunities for professional growth through full study support, this is an ideal environment for experienced paraplanners looking to thrive in wealth management. Enjoy the flexibility of hybrid working while being part of a talented team dedicated to delivering exceptional client service.
Contact Details:
Taylor James Professional Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner - Boutique IFA in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector, especially those who might know about opportunities at boutique IFAs. A friendly chat can often lead to job leads that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and compliance regulations. We want you to shine when discussing cashflow modelling and IHT planning, so practice articulating your experience clearly and confidently.
✨Tip Number 3
Tailor your approach! When you get an interview, make sure to research the firm’s culture and values. Show them how your experience aligns with their supportive environment and how you can contribute to their talented team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way in landing that Senior Paraplanner role.
We think you need these skills to ace Senior Paraplanner - Boutique IFA in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the Senior Paraplanner role. Highlight your experience with HNW clients and any relevant qualifications to show us you're the right fit.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth management and how your background aligns with our supportive culture. Keep it concise but impactful!
Showcase Your Technical Skills:Since the role involves providing technical support and cashflow modelling, be sure to mention any relevant software or methodologies you’re familiar with. We want to see how you can contribute from day one!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any updates!
How to prepare for a job interview at Taylor James Professional Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning. Understand the key products and services that the firm offers, especially those relevant to high-net-worth clients. This will help you answer questions confidently and demonstrate your expertise.
✨Tailor Your Approach
When discussing your experience, relate it directly to the role of a Senior Paraplanner. Highlight your past work with HNW clients and any specific projects that involved cashflow modelling or IHT planning. This shows that you understand the nuances of the position and can hit the ground running.
✨Showcase Your Communication Skills
Since you'll be writing suitability letters and attending client meetings, it's crucial to demonstrate your communication skills. Prepare examples of how you've effectively communicated complex financial concepts in the past, whether in writing or verbally, to ensure clarity for clients.
✨Be Compliance Savvy
Familiarise yourself with the latest compliance regulations and how they impact financial planning. Be ready to discuss how you've navigated compliance issues in your previous roles. This will show that you're not only technically proficient but also aware of the regulatory landscape.
