Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Shape client advice and drive growth in a dynamic financial environment.
- Company: Join Weatherbys Private Bank, a leader in financial services with a rich legacy.
- Benefits: Enjoy private medical insurance, generous leave, and a supportive work culture.
- Why this job: Make a real impact while leading a high-performing team and shaping solutions.
- 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 43200 - 72000 ÂŁ per year.
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. The full range of benefits are available on our website.
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.
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Finance
Industries: Financial Services and Banking
Senior Paraplanner in England employer: Weatherbys Private Bank
Contact Detail:
Weatherbys Private Bank Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work at Weatherbys Private Bank. A friendly chat can open doors and give you insider info that could help you stand out.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge and recent trends in financial planning. We want you to showcase your expertise and how you can shape solutions for clients, so be ready to discuss real-life scenarios.
✨Tip Number 3
Showcase your leadership skills! During interviews, highlight experiences where you've supported junior colleagues or led projects. Weatherbys values collaboration, so let them know how you can contribute to their team culture.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the Weatherbys team and ready to make an impact.
We think you need these skills to ace Senior Paraplanner in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your experience in financial planning and paraplanning, especially any leadership roles or projects that showcase your ability to influence change and drive growth.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for Weatherbys Private Bank. Mention specific experiences that demonstrate your proactive approach and solution-focused mindset.
Showcase Your Technical Skills: As a Senior Paraplanner, technical expertise is key. Be sure to include any relevant qualifications, like your Level 6 Chartered Financial Planning, and detail your experience with complex client advice, estate planning, and pensions.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets the attention it deserves. Plus, you’ll find all the details about the role and benefits there!
How to prepare for a job interview at Weatherbys Private Bank
✨Know Your Stuff
As a Senior Paraplanner, you’ll need to showcase your technical expertise. Brush up on the latest trends in financial planning, estate planning, and pensions. Be ready to discuss how your experience aligns with the role and how you can contribute to shaping solutions for clients.
✨Showcase Leadership Skills
This role values leadership and collaboration. Prepare examples of how you've supported junior colleagues or led projects in the past. Highlight your ability to provide constructive feedback and foster a positive team culture, as this will resonate well with the interviewers.
✨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’ve influenced positive outcomes. This will show that you’re not just a technical expert but also a strategic thinker.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about Weatherbys Private Bank’s growth plans and how the Senior Paraplanner role fits into that vision. This shows your genuine interest in the company and helps you assess if it’s the right fit for you.
