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- Tasks: Shape client advice and drive growth in a high-performing team.
- Company: Join Weatherbys Banking Group, a leader in financial services with a rich legacy.
- Benefits: Enjoy private medical insurance, generous leave, and a supportive work environment.
- Why this job: Make a real impact while leading and mentoring in a collaborative culture.
- Qualifications: Five years in Financial Planning with strong paraplanning experience required.
- Other info: Diverse and inclusive workplace committed to empowering all employees.
The predicted salary is between 60000 - 65000 £ per year.
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. For the full range of benefits please see Weatherbys Careers – Employee Benefits (summary).
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 employer: Weatherbys Ltd
Contact Detail:
Weatherbys Ltd 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 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 influenced change in your previous roles. We want to see you shine!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Share a brief insight from the interview that excited you, showing your genuine interest in the role.
✨Tip Number 4
Apply through our website for the best chance at landing that dream job! We love seeing applications come directly from candidates who are eager to join our team and contribute to our ambitious growth plans.
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 financial planning and how it aligns with what we’re looking for. We want to see how you can bring your unique skills to our team!
Showcase Your Expertise: Don’t hold back on showcasing your technical knowledge 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 capabilities.
Be Authentic: Let your personality shine through in your application. We value a collaborative and compassionate team culture, so showing us who you are and how you fit into that is key. Be genuine about your passion for financial planning!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role and our company there!
How to prepare for a job interview at Weatherbys Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning and paraplanning. Be ready to discuss complex client advice, estate planning, and pensions in detail. This role demands a solid understanding of these areas, so showing your expertise will definitely impress.
✨Showcase Your Leadership Skills
As a Senior Paraplanner, you'll be expected to lead by example. Prepare examples of how you've supported junior colleagues or contributed to team culture in the past. Highlighting your ability to provide constructive feedback and foster collaboration will set you apart.
✨Think Like an Advisor
During the interview, demonstrate your proactive and solution-focused mindset. Share instances where you've shaped solutions for clients or influenced positive changes in processes. This will show that you can think ahead and take ownership of your work.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's growth plans and team dynamics. This not only shows your interest in the role but also gives you a chance to assess if the company aligns with your values and career goals. It’s a two-way street!
