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- Tasks: Support financial planners by delivering high-quality advice and technical expertise.
- Company: Join a fast-growing, people-first financial services firm.
- Benefits: Enjoy private medical insurance, enhanced family leave, and a flexible work environment.
- Why this job: Develop your skills in a supportive team while making a real impact on clients' lives.
- Qualifications: Two years in financial planning and a Level 4 Diploma or working towards it.
- Other info: Embrace a diverse workplace committed to inclusion and personal growth.
The predicted salary is between 28800 - 43200 £ per year.
Are you looking to build your career in a people-first, client-focused environment? As an Associate Paraplanner you'll play a key part in supporting our financial planners and private bankers, helping to deliver high-quality advice and technical expertise to our clients. This is a hands-on, technical role where your attention to detail and commitment to doing the job well will be valued above exam results alone.
What makes this opportunity stand out?
- You’ll work closely with experienced colleagues, supporting the advice process from research and due diligence through to preparing reports and cashflow plans.
- You’ll have the chance to develop your expertise in estate planning and offshore bonds, with the opportunity to expand into protection and insurance advice if you’re interested.
We’re looking for someone who enjoys technical paraplanning but is also comfortable seeing clients and giving advice.
Why join Weatherbys?
- We’re growing fast, with ambitions to double in size in five years. Your ideas and ambition will help us get there.
- You’ll have real flexibility and autonomy, with support to balance your career and your life.
- You’ll experience a workplace where consideration and support are part of everyday life.
We offer a comprehensive benefits package including private medical insurance, enhanced family leave, income protection, and pension. For the full range of benefits please see here.
What you’ll bring:
- At least two years’ experience in financial planning, with solid paraplanning experience.
- Level 4 Diploma in Financial Planning (CII/CISI or equivalent) or working towards it.
- Experience with estate planning and offshore bonds is highly desirable.
- A technical mindset, strong attention to detail, and a genuine commitment to good client outcomes.
- Comfortable supporting and advising clients but not seeking a sales or adviser role.
- Motivation to learn, develop, and take on new challenges over time.
Ready to take the next step in your career? We’d love to hear from you.
Our commitment to inclusion:
At Weatherbys Banking Group, we’re committed to building a diverse and inclusive workplace where everyone feels respected, supported, and empowered to thrive. We believe that different perspectives and lived experiences make us stronger, and we actively welcome applications from people of all backgrounds and communities.
As a proud Disability Confident Committed employer, we’re dedicated to creating an environment that’s accessible and inclusive for all. If you have a disability and meet the minimum criteria for the role, you’ll be guaranteed an interview. If you need any adjustments during the recruitment process, please let us know we are here to support you.
Associate Paraplanner in London employer: Weatherbys Bank Ltd
Contact Detail:
Weatherbys Bank Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Paraplanner in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at Weatherbys. A friendly chat can open doors and give you insights that a job description just can't.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge. Since this role is all about attention to detail and client outcomes, be ready to discuss your experience with estate planning and offshore bonds. Show us you’re not just about the qualifications but also the practical know-how!
✨Tip Number 3
Don’t underestimate the power of a follow-up! After your interview, drop a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at Weatherbys. Let’s make it happen!
We think you need these skills to ace Associate Paraplanner in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your paraplanning experience and any relevant qualifications, like your Level 4 Diploma in Financial Planning. We want to see how you fit into our people-first, client-focused environment!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the Associate Paraplanner role and how your technical mindset aligns with our commitment to delivering high-quality advice. Keep it personal and engaging – we love a good story!
Showcase Your Attention to Detail: Since this role values attention to detail, make sure your application is free from typos and errors. Double-check everything before hitting send! This shows us that you take pride in your work and are committed to doing the job well.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re keen on joining our growing team at Weatherbys!
How to prepare for a job interview at Weatherbys Bank Ltd
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around estate planning and offshore bonds. Being able to discuss these topics confidently will show that you're serious about the role and ready to contribute from day one.
✨Show Your Attention to Detail
Since this role values attention to detail, be prepared to give examples of how you've demonstrated this in your previous work. Whether it’s through preparing reports or conducting research, having specific instances ready will help you stand out.
✨Be Client-Focused
Remember, this is a client-focused environment. Think about how you can showcase your ability to support and advise clients effectively. Share experiences where you’ve successfully navigated client interactions, even if they weren’t in a sales capacity.
✨Ask Thoughtful Questions
Prepare some insightful questions about the company culture and growth opportunities. This not only shows your interest in the role but also helps you gauge if the company aligns with your career aspirations. Plus, it’s a great way to engage with your interviewers!
