At a Glance
- Tasks: Manage complex paraplanning cases and deliver high-quality financial advice.
- Company: Family-run financial planning firm with a focus on client relationships.
- Benefits: Pension contributions, exam support, and hybrid work flexibility.
- Other info: Dynamic environment with opportunities for professional development.
- Why this job: Join a dedicated team and make a real impact on clients' financial futures.
- Qualifications: CII Advanced Diploma and 5+ years of industry experience required.
The predicted salary is between 50000 - 65000 € per year.
TSP Wealth is an independent, family-run financial planning firm with whole-of-market access. Founded by brothers Ricky and Rajeev Satija, the company leverages decades of combined experience to help clients grow and protect their wealth. TSP Wealth is dedicated to delivering tailored financial advice and fostering lasting relationships with clients. The firm's mission is to secure and enhance financial legacies for future generations. TSP operates within the EOS (Entrepreneurs Operating System) model where our core values are demonstrated in everything we do: We care, We strive for excellence, We will find a way.
We’re seeking a Senior Paraplanner to join our Financial Planning team in London. In this role, you’ll manage complex paraplanning cases from end to end, covering pensions, investments, offshore bonds and estate planning. Working closely with our Financial Planners, you’ll help develop and deliver high-quality advice, applying sound judgement, technical expertise and strong attention to detail throughout. The role is based in our new central London office, with the flexibility to work from home two days per week.
What we are looking for:
- CII Advanced Diploma and high level of technical knowledge
- 5 years+ industry experience
- Solid pensions, investments and estate planning experience
- Confident in writing, explaining and delivering complex cases
- Team player and passionate about customer outcomes
- A structured, solutions-focused approach with excellent attention to detail.
Pension contribution, Exam support and funded professional development, Hybrid role with 2 days per week working from home.
Senior Paraplanner employer: TSP Wealth
TSP Wealth is an exceptional employer that prioritises employee growth and well-being, offering a supportive work culture where team members are encouraged to excel in their roles. With a commitment to professional development, including exam support and funded training, employees can enhance their skills while enjoying the flexibility of a hybrid working model in the heart of London. Joining TSP Wealth means being part of a family-run firm that values strong relationships and strives for excellence in delivering tailored financial advice.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner
✨Network Like a Pro
Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out to current employees at TSP Wealth. Building relationships can open doors that a CV just can’t.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your technical knowledge and experience in pensions, investments, and estate planning. Share specific examples of how you've tackled complex cases to demonstrate your skills.
✨Tailor Your Approach
Before any interview or networking opportunity, do your homework on TSP Wealth. Understand their values and mission, and think about how your experience aligns with their goals. This will help you stand out as someone who truly gets what they’re about.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It shows initiative and gives you a better chance of being noticed. Plus, it’s the best way to stay updated on any new opportunities that pop up.
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that align with the Senior Paraplanner role. Highlight your technical knowledge in pensions, investments, and estate planning to show us you’re the right fit!
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about financial planning and how your experience can help TSP Wealth achieve its mission. Be genuine and let your personality shine through!
Showcase Your Attention to Detail:Since this role requires strong attention to detail, make sure your application is free from typos and errors. A polished application shows us you care about quality and professionalism.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at TSP Wealth
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and estate planning. TSP Wealth values expertise, so be ready to discuss complex cases you've handled in the past and how you approached them.
✨Showcase Your Team Spirit
As a Senior Paraplanner, you'll be working closely with Financial Planners. Highlight your experience as a team player and share examples of how you've collaborated effectively in previous roles. This will show that you align with TSP's core value of fostering relationships.
✨Attention to Detail is Key
TSP Wealth places a strong emphasis on detail. Prepare to demonstrate your structured, solutions-focused approach by discussing specific instances where your attention to detail made a significant difference in your work.
✨Emphasise Client Outcomes
TSP is dedicated to delivering tailored financial advice and enhancing client legacies. Be prepared to talk about how you've prioritised customer outcomes in your previous roles and how you can bring that passion to TSP Wealth.
