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- Tasks: Support financial planners and private bankers in delivering high-quality advice.
- Company: Join a fast-growing, people-first financial services firm.
- Benefits: Enjoy flexible working, private medical insurance, and enhanced family leave.
- Why this job: Make a real impact while developing your expertise in financial planning.
- Qualifications: Two years' experience in financial planning and a Level 4 Diploma or working towards it.
- Other info: Inclusive workplace committed to diversity and supporting all backgrounds.
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. For the full range of benefits please see the careers section of our website.
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 employer: Weatherbys Private Bank
Contact Detail:
Weatherbys Private Bank Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know that can help you land that Associate Paraplanner role.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge. Since this role is all about attention to detail and client outcomes, we suggest you practice explaining complex concepts in simple terms. Show them you’re not just book-smart but also client-savvy!
✨Tip Number 3
Don’t forget to showcase your passion for learning! Whether it’s through online courses or industry seminars, let potential employers know you’re committed to growing your expertise in estate planning and offshore bonds. We love seeing candidates who are eager to develop.
✨Tip Number 4
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 at Weatherbys. Let’s make your next career move a great one together!
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 the role and how your technical mindset aligns with our commitment to delivering high-quality advice. Don’t forget to mention your motivation to learn and develop – we love that!
Showcase Your Attention to Detail: In a hands-on role like this, attention to detail is key. When writing your application, make sure everything is clear, concise, and free of errors. This will demonstrate your commitment to doing the job well, which is something we truly value at StudySmarter.
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, you’ll get to explore more about our company culture and benefits while you’re there!
How to prepare for a job interview at Weatherbys Private Bank
✨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 what it entails.
✨Show Your Attention to Detail
Since this role values attention to detail, be prepared to give examples of how you've demonstrated this in your previous work. Whether it's through preparing reports or conducting research, highlight your commitment to accuracy.
✨Be Client-Focused
Remember, this is a client-focused environment. Think of instances where you've successfully supported clients or colleagues. Share stories that showcase your ability to communicate effectively and provide valuable advice.
✨Express Your Motivation to Learn
Weatherbys is looking for someone eager to develop their skills. Be ready to discuss your career aspirations and how you plan to grow within the company. Showing enthusiasm for learning will resonate well with the interviewers.
