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- Tasks: Support financial planners by conducting research and preparing reports for clients.
- Company: Join a rapidly growing, people-first financial services firm.
- Benefits: Enjoy private medical insurance, enhanced family leave, and a solid pension plan.
- Why this job: Gain hands-on experience in financial planning while making a real impact on clients' lives.
- Qualifications: Two years in financial planning with a Level 4 Diploma or working towards it.
- Other info: Flexible hybrid work model with a commitment to diversity and inclusion.
The predicted salary is between 28800 - 48000 £ 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.
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 Banking Group
Contact Detail:
Weatherbys Banking Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Paraplanner in London
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, or even reach out to current employees at Weatherbys. Building relationships can open doors that a CV just can't.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your technical skills and attention to detail. Share specific examples of how you've supported financial planners in the past – it’ll show you’re the real deal!
✨Prepare for the Interview
Do your homework on Weatherbys and the role of an Associate Paraplanner. Be ready to discuss estate planning and offshore bonds, and think about how your experience aligns with their needs. Confidence is key!
✨Apply Through Our Website
Don’t forget to apply directly 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.
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 that match the Associate Paraplanner role. Highlight your technical expertise and any relevant paraplanning experience to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how your background aligns with our people-first approach. Keep it engaging and personal.
Showcase Your Attention to Detail: In this role, attention to detail is key. 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. 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 understand the technical aspects of paraplanning.
✨Show Your Attention to Detail
Since this role values attention to detail, be prepared to give examples from your past experience where your meticulousness made a difference. Whether it was in preparing reports or conducting research, highlight how your thoroughness led to positive outcomes.
✨Be Client-Focused
Demonstrate your commitment to client outcomes during the interview. Share experiences where you’ve supported clients or provided advice, even if it wasn’t in a sales capacity. This will show that you’re aligned with the company’s people-first approach.
✨Ask Thoughtful Questions
Prepare some insightful questions about the company culture, team dynamics, and opportunities for growth. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.
