At a Glance
- Tasks: Prepare client documentation and reports while collaborating with the investment team.
- Company: Boutique IFA in London, specialising in high-net-worth clients.
- Benefits: Competitive salary, flexible working, 25 days leave, and study support.
- Other info: Opportunity for career advancement and personal client management.
- Why this job: Join a dynamic team and grow into an advisory role with real client impact.
- Qualifications: Experience in financial planning and strong report writing skills.
The predicted salary is between 50000 - 70000 £ per year.
Location: London (City), Flexible office attendance (1-3 days per week)
Salary: £50,000 - £70,000
Duration: Full time, Permanent
We are working exclusively with a Boutique IFA based in The City who are looking to bring on an experienced Paraplanner. The firm specialises in working with HNW past and present legal professionals and has an average client size of around £4 million. Due to the nature of the clients, you will be involved in a wide range of cases including complex tax and trust planning. The firm uses an interesting mix of traditional financial planning and institutional investment techniques to create client portfolios that are predominantly passive.
Key duties of the Paraplanner:
- Preparing documentation for client review meetings
- Attending and minuting client and prospect meetings
- Production of Suitability Reports for existing clients covering for example, pension draw and contributions, pension transfers, fund switches, bond assignments and surrenders. There is also occasionally a need to recommend protection products.
- Producing full planning reports for new clients.
- Investment strategy and risk approach is arrived at through the use of our proprietary investment modelling which shows outcomes as real (after inflation) annual spending amounts within a range. Altering the risk approach changes the range of outcomes.
- Liaising with our Investment Team to communicate changes to client plans which impact on the investment strategy.
- In time, for the right candidate, there is likely to be the opportunity to look after a number of their own clients.
What’s on Offer?
- Salary of up to £70,000
- Flexible office attendance with no mandatory requirements
- 25 days annual leave + bank holidays, rising to 30 with service
- Potential to take on clients and move into an advisory role over time
- Study support
- Strong benefits package
What’s Next?
If you are interested in the Paraplanner position then please submit your CV and if you meet the requirements one of our consultants will be in touch within 24 hours!
Paraplanner in London employer: WEALTHLINK RECRUITMENT LTD Careers
Join a leading Financial Planning firm in Northamptonshire/Cambridgeshire that values its employees and fosters a supportive work culture. With competitive salaries, flexible working arrangements, and comprehensive admin support, this role offers not just a job but a pathway for professional growth and development in the financial services sector. Enjoy up to 27 days of annual leave and a bonus scheme that rewards your hard work while you build lasting relationships with clients in a thriving community.
Contact Details:
WEALTHLINK RECRUITMENT LTD Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in London
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
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Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like WEALTHLINK RECRUITMENT LTD Careers. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from WEALTHLINK RECRUITMENT LTD Careers.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like WEALTHLINK RECRUITMENT LTD Careers. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Paraplanner in London
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in WEALTHLINK RECRUITMENT LTD Careers and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show WEALTHLINK RECRUITMENT LTD Careers how you can be a team player!
How to prepare for a job interview at WEALTHLINK RECRUITMENT LTD Careers
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with WEALTHLINK RECRUITMENT LTD Careers.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with WEALTHLINK RECRUITMENT LTD Careers's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
