At a Glance
- Tasks: Support financial planners with research, client meetings, and tailored recommendations.
- Company: Reputable chartered financial planning firm in Central London with a supportive culture.
- Benefits: Up to £75,000 salary, 10% bonus, hybrid working, and generous holiday.
- Other info: Enjoy regular social events and full study support for professional growth.
- Why this job: Join a talented team and make a real impact in wealth management.
- Qualifications: Minimum 2 years paraplanning experience and Level 4 qualification required.
The predicted salary is between 75000 - 75000 £ per year.
We are partnering with a highly regarded, chartered financial planning firm in Central London to recruit a 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 2 years paraplanning experience (essential)
- Experience working with HNW clients (desirable)
- Level 4 Qualified (essential)
The Package
- Starting salary: up to c£75,000 + 10% bonus
- Hybrid / flexible working (3 days in the office)
- Generous Pension Scheme
- 25 days holiday (rising) + option to buy
- Full study support towards professional qualifications
- Private Medical Insurance
- Life Cover: 4x salary
- Regular company social events
- Season ticket loan
- Dental
Paraplanner - Chartered Firm employer: Taylor James Professional Recruitment
Join a highly regarded chartered financial planning firm in Central London, known for its supportive culture and talented team. With a focus on employee growth, the company offers extensive study support for professional qualifications, a generous pension scheme, and a flexible working environment, making it an ideal place for experienced paraplanners seeking meaningful and rewarding careers in wealth management.
Contact Details:
Taylor James Professional Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner - Chartered Firm
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Taylor James Professional Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner - Chartered Firm
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Taylor James Professional Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Taylor James Professional Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Taylor James Professional Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Taylor James Professional Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Taylor James Professional Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Taylor James Professional Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
