At a Glance
- Tasks: Provide technical support to financial planners and conduct extensive product research.
- Company: Reputable chartered financial planning firm in the City of London.
- Benefits: Up to £70,000 salary, hybrid working, generous pension, and 25 days holiday plus your birthday.
- Other info: Full study support for professional qualifications and excellent career growth.
- 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 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. As a Senior Paraplanner, you will benefit from a generous package that includes hybrid working, extensive professional study support, and a vibrant team environment that fosters growth and collaboration. This is an exceptional opportunity for those looking to advance their career in wealth management while enjoying a balanced work-life experience.
Contact Details:
Taylor James Professional Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner - Boutique IFA
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at the firm you're eyeing. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and recent trends in wealth management. We want you to shine when discussing cashflow modelling and IHT planning, so practice articulating your thoughts clearly.
✨Tip Number 3
Showcase your experience with HNW clients during interviews. Share specific examples of how you've tailored solutions to meet their needs, as this will demonstrate your value to the 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 love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Senior Paraplanner - Boutique IFA
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Senior Paraplanner role. Highlight your technical support experience, client meeting involvement, and any relevant qualifications to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our supportive culture and how your background aligns with the needs of our financial planning firm.
Showcase Your Experience:Don’t forget to mention your experience with HNW clients and any specific achievements in cashflow modelling or IHT planning. We love seeing how you’ve made an impact in your previous roles!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity!
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 and paraplanning. Familiarise yourself with the latest regulations, compliance issues, and key financial products. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Tailor Your Experience
When discussing your experience, focus on your work with high-net-worth clients and any specific achievements in cashflow modelling or IHT planning. Use examples that highlight your ability to provide tailored recommendations and support to financial planners, as this is crucial for the role.
✨Prepare Questions
Interviews are a two-way street, so prepare insightful questions about the firm's culture, team dynamics, and their approach to client relationships. This shows that you're not just interested in the job, but also in how you can fit into their supportive environment.
✨Showcase Your Soft Skills
While technical skills are essential, don't forget to demonstrate your soft skills during the interview. Highlight your communication abilities, teamwork, and adaptability, especially in client meetings. These traits are vital in a boutique IFA setting and can set you apart from other candidates.
