Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support experienced colleagues in financial planning and client advice.
- Company: Join a fast-growing, people-first financial services firm.
- Benefits: Flexible working, private medical insurance, and comprehensive benefits package.
- Why this job: Develop your expertise 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 36000 - 60000 £ per year.
Overview: LONDON (Hybrid, 3 days per week onsite). Are you looking to build your career in a people-first, client-focused environment?
Responsibilities: 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.
What You’ll Bring (Qualifications):
- 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.
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.
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 Ltd
Contact Detail:
Weatherbys Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Paraplanner
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, or even reach out to folks on LinkedIn. 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, don’t hold back! Share your experiences and how they relate to the Associate Paraplanner role. We want to see your passion for financial planning shine through!
✨Prepare for the Interview
Do your homework on the company and the role. Think about how your background in paraplanning fits into their vision. We love candidates who come prepared with questions and insights about our work culture!
✨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, we’re always on the lookout for talent like yours!
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 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 financial planning and how your experience aligns with our values. Don’t forget to mention your motivation to learn and develop – we love that enthusiasm!
Showcase Your Technical Skills: Since we're looking for someone with a technical mindset, make sure to highlight your attention to detail and any specific experience with estate planning and offshore bonds. We want to know how you can support our advice process effectively!
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’re considered for the role. Plus, it shows you’re keen on joining our team at Weatherbys!
How to prepare for a job interview at Weatherbys Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to paraplanning, 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.
✨Show Your People Skills
Since this role involves client interaction, be prepared to demonstrate your ability to communicate effectively. Think of examples where you've successfully supported clients or colleagues, as this will highlight your people-first approach.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture and how they support professional development. This shows that you're genuinely interested in growing with them and aligns with their commitment to a supportive workplace.
✨Highlight Your Attention to Detail
In paraplanning, details matter! Be ready to share specific instances where your attention to detail made a difference in your work. This will reinforce your technical mindset and commitment to good client outcomes.
