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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 flexible working, private medical insurance, and enhanced family leave.
- Why this job: Develop your skills in a supportive environment while making a real impact.
- Qualifications: Two years in financial planning and a Level 4 Diploma or working towards it.
- Other info: Inclusive workplace committed to diversity 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 employer: Weatherbys Banking Group
Contact Detail:
Weatherbys Banking Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for an Associate Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge and client interaction skills. Practice common paraplanning scenarios and be ready to showcase how your attention to detail can lead to great client outcomes.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values, like Weatherbys. Check out our website for openings and tailor your approach to show how you fit into our people-first, client-focused environment.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to show you were engaged and are genuinely interested in the role.
We think you need these skills to ace Associate Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Associate Paraplanner role. Highlight your technical expertise and any relevant experience in financial planning, especially with estate planning and offshore bonds.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for paraplanning and how you can contribute to our people-first, client-focused environment. Don’t forget to mention why you’re excited about joining Weatherbys!
Showcase Your Attention to Detail: Since this role values attention to detail, make sure your application is free from typos and errors. A well-organised application shows us you’re serious about delivering high-quality work.
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 don’t miss out on any important updates during the process!
How to prepare for a job interview at Weatherbys Banking Group
✨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 support the team.
✨Show Your Attention to Detail
Since this role values attention to detail, prepare to demonstrate how you've applied this skill in your previous work. Bring examples of reports or cashflow plans you've worked on, and be ready to explain your thought process.
✨Be Client-Focused
Remember, this position is about supporting clients as well as technical work. Think of ways you can illustrate your experience in client interactions, even if it’s not in a sales capacity. Show that you understand the importance of good client outcomes.
✨Ask Thoughtful Questions
Prepare some insightful questions about the company culture and growth plans. This shows your interest in their ambitions and helps you gauge if it's the right fit for you. Plus, it gives you a chance to engage with your interviewers!
