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- Tasks: Shape financial advice and drive growth while supporting private bankers and planners.
- Company: Join Weatherbys Banking Group, a leader in inclusive and diverse banking.
- Benefits: Enjoy private medical insurance, 25-28 days annual leave, and enhanced family leave.
- Why this job: Make a real impact in a high-performing team with a 250-year legacy.
- Qualifications: 5+ years in Financial Planning, including Senior Paraplanner experience and Level 6 qualification.
- Other info: Embrace a collaborative culture that values your leadership and ideas.
The predicted salary is between 60000 - 65000 £ per year.
London (Hybrid, 3 days per week onsite)
Salary £60,000 - £65,000 per annum
Ready to bring your expertise to a role where you’ll shape advice, influence change, and help drive growth? As Senior Paraplanner you’ll do more than deliver technical expertise. You’ll be a trusted partner, thinking ahead for clients, shaping solutions, and helping drive our ambitious growth.
What sets this role apart?
You won’t just be another cog in the machine. As Senior Paraplanner, you’ll be trusted by private bankers and financial planners to shape advice, drive process improvements, and influence how we work. You’ll have a real voice in a high-performing team that values your leadership, your ideas, and your ability to juggle complex client work with projects that make a difference. This is your chance to help build on a 250-year legacy, support junior colleagues, and play a prominent role in our ambitious growth plans. If you’re ready to challenge the status quo and own your impact, this is where you’ll thrive.
Benefits include private medical insurance, 25 days’ annual leave (rising to 28 days with length of service), enhanced maternity and paternity leave, income protection, and pension.
What you’ll do:
- Deliver senior technical paraplanning, supporting private bankers and financial planners with complex client advice.
- Take ownership of advice pieces, proactively shape solutions, and contribute to discussions about best outcomes for clients.
- Lead by example providing constructive feedback, supporting the growth of less experienced team members, and helping to foster a collaborative, compassionate team culture.
What you’ll bring:
- At least five years in Financial Planning, including three years as a Paraplanner and one year at Senior Paraplanner level.
- Level 6 Chartered Financial Planning (CII Advanced Diploma or CISI equivalent), or close to completion.
- Experience working independently on estate planning and pensions.
- Ability to think like an advisor: proactive, solution-focused, and ready to lead.
- Organised, with the ability to juggle client work, process improvements, and support to others.
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.
Senior 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 Senior Paraplanner in London
✨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 a Senior Paraplanner role. You never know who might have the inside scoop on opportunities that aren't advertised.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge and client management skills. Be ready to showcase how you've shaped advice and driven process improvements in your previous roles. We want to see you shine!
✨Tip Number 3
Don’t forget to highlight your leadership experience! As a Senior Paraplanner, you'll be expected to support and mentor junior colleagues. Share examples of how you've fostered a collaborative team culture in your past positions.
✨Tip Number 4
Apply through our website for the best chance at landing that dream job! We love seeing candidates who are genuinely interested in joining our team and contributing to our ambitious growth plans.
We think you need these skills to ace Senior Paraplanner in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Senior Paraplanner role. Highlight your experience in financial planning and how it aligns with the responsibilities mentioned in the job description. We want to see how you can shape advice and drive growth!
Showcase Your Expertise: Don’t hold back on showcasing your technical skills and experience. We’re looking for someone who can deliver senior technical paraplanning, so be sure to include specific examples of your past work that demonstrate your ability to think like an advisor.
Be Authentic: Let your personality shine through in your application. We value a collaborative and compassionate team culture, so share your thoughts on how you’ve supported junior colleagues or contributed to a positive team environment in the past.
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. Plus, we love seeing applications come through our own platform!
How to prepare for a job interview at Weatherbys Banking Group
✨Know Your Stuff
As a Senior Paraplanner, you'll need to showcase your technical expertise. Brush up on the latest trends in financial planning, especially around estate planning and pensions. Be ready to discuss how you've shaped solutions in past roles and how you can bring that experience to the table.
✨Showcase Leadership Skills
This role values leadership and collaboration. Prepare examples of how you've supported junior colleagues or led projects in your previous positions. Highlight your ability to provide constructive feedback and foster a positive team culture.
✨Think Like an Advisor
Demonstrate your proactive and solution-focused mindset during the interview. Be prepared to discuss specific scenarios where you've had to think ahead for clients and how you influenced positive outcomes. This will show that you can take ownership of advice pieces effectively.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the company's growth plans and how the Senior Paraplanner role fits into that vision. This not only shows your interest but also your strategic thinking and desire to contribute meaningfully.
