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- Tasks: Own complex financial planning cases and deliver high-quality advice.
- Company: Join a modern private bank with a strong client focus.
- Benefits: Hybrid work model, supportive team, and career development opportunities.
- Why this job: Make a real impact in financial planning while working flexibly.
- Qualifications: Experience as a senior paraplanner and a Diploma in Financial Planning.
- Other info: Inclusive workplace committed to diversity and support for all.
The predicted salary is between 55000 - 65000 ÂŁ per year.
We’re looking for a Senior Paraplanner to join our Financial Planning team in London. You’ll take ownership of complex paraplanning cases across pensions, investments, offshore bonds and estate planning from start to finish. Working closely with financial planners, you’ll shape and deliver high‑quality advice, with a focus on depth, judgement and getting the detail right. Based in our new central London office, you will have the flexibility to work from home two days a week.
Why Weatherbys
We’re a long‑established private bank with a modern outlook and a strong focus on doing the right thing for clients. Our financial planning team values technical rigour, thoughtful problem‑solving and collaboration. You’ll be trusted to focus on your work, supported by experienced colleagues, and given the space to do your job well. We invest in our people and support long‑term careers, whether you want to continue developing as a highly skilled paraplanner or explore an advice path over time. Both routes are valued here. What matters is doing high‑quality work and contributing to strong outcomes for clients.
What you’ll be doing
- Writing and delivering complex financial planning cases clearly and confidently
- Providing financial planners with well‑reasoned, practical advice they can rely on
- Focusing on pensions and investment planning as core areas of work
- Drafting and reviewing suitability letters and cashflow models
- Applying estate planning solutions in practice, including offshore bonds
- Making sure advice meets FCA requirements and internal standards
- Sharing knowledge and supporting junior paraplanners when needed
What we’re looking for
- Several years’ relevant experience within financial planning including strong, hands‑on experience as a senior paraplanner
- Diploma in Financial Planning
- Solid pensions and investments experience
- Practical experience of offshore bonds and estate planning
- Confident in writing, explaining and delivering complex cases
- A logical, problem‑solving approach and strong attention to detail
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.
Senior Paraplanner employer: Weatherbys Banking Group
Contact Detail:
Weatherbys Banking Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner
✨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 that applications alone can't.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge. Make sure you can confidently discuss pensions, investments, and estate planning. Show us you’re not just a paraplanner, but a problem-solver who can deliver high-quality advice.
✨Tip Number 3
Practice your communication skills! You’ll need to explain complex cases clearly, so consider doing mock interviews with friends or mentors. The clearer you are, the more we’ll see your potential to support our financial planners.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows us you’re genuinely interested in joining our team at Weatherbys.
We think you need these skills to ace Senior Paraplanner
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 pensions, investments, and estate planning, as well as any relevant qualifications. We want to see how your skills align with what we’re looking for!
Showcase Your Problem-Solving Skills: In your application, don’t just list your experience—share examples of how you’ve tackled complex paraplanning cases. We love a logical thinker who can demonstrate their attention to detail and problem-solving abilities.
Be Clear and Confident: When writing your application, aim for clarity and confidence. Use straightforward language to explain your past roles and achievements. Remember, we’re looking for someone who can deliver complex financial planning cases clearly!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re keen on joining our team at Weatherbys!
How to prepare for a job interview at Weatherbys Banking Group
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, offshore bonds, and estate planning. Be ready to discuss specific cases you've worked on and how you approached them. This will show that you have the hands-on experience they’re looking for.
✨Showcase Your Problem-Solving Skills
Prepare to share examples of how you've tackled complex paraplanning challenges in the past. Highlight your logical approach and attention to detail, as these are key traits for a Senior Paraplanner. Use the STAR method (Situation, Task, Action, Result) to structure your answers.
✨Communicate Clearly
Practice explaining complex financial concepts in simple terms. You’ll need to demonstrate that you can write and deliver clear, well-reasoned advice. Consider doing mock interviews with a friend to refine your communication skills.
✨Emphasise Collaboration
Since the role involves working closely with financial planners and supporting junior paraplanners, be prepared to discuss your teamwork experiences. Share how you’ve collaborated in the past and how you can contribute to a supportive team environment at Weatherbys.