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- Tasks: Shape financial advice and drive growth with your expertise in a collaborative team.
- Company: Join Weatherbys Banking Group, a leader in inclusive banking.
- 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 high-performing team.
- Qualifications: Five years in Financial Planning, with strong paraplanning experience and leadership skills.
- Other info: Diverse workplace committed to inclusion and career development.
The predicted salary is between 36000 - 60000 £ 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 Commited 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 Private Bank
Contact Detail:
Weatherbys Private Bank 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 yet.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge and thinking about how you can shape advice for clients. Be ready to share examples of how you've influenced change or driven growth in your previous roles.
✨Tip Number 3
Showcase your leadership skills! During interviews, highlight how you've supported junior colleagues and fostered a collaborative team culture. This is key for a role where you'll be trusted to lead and mentor others.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who are proactive and engaged with our company.
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 to highlight your experience in financial planning and paraplanning. We want to see how your skills align with the role of Senior Paraplanner, so don’t hold back on showcasing your expertise!
Showcase Your Leadership Skills: Since this role involves supporting junior colleagues and leading by example, be sure to include examples of how you've mentored others or contributed to team success. We love seeing candidates who can inspire and uplift their teammates!
Be Solution-Focused: Demonstrate your proactive approach to problem-solving in your application. Share specific instances where you’ve shaped solutions for clients or improved processes. We’re looking for someone who thinks ahead and drives positive change!
Apply Through Our Website: We encourage you to submit your application through our website for a smoother process. It’s the best way for us to receive your details and ensure you’re considered for this exciting opportunity. Don’t miss out!
How to prepare for a job interview at Weatherbys Private Bank
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning, estate planning, and pensions. Be ready to discuss specific cases where you've shaped advice or influenced outcomes, as this will show your expertise and ability to think like an advisor.
✨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. Highlight any instances where you've provided constructive feedback or driven process improvements.
✨Be Solution-Focused
Demonstrate your proactive approach by discussing how you've tackled complex client work in the past. Think about specific challenges you've faced and the solutions you implemented. This will showcase your ability to think ahead and shape effective solutions.
✨Engage with the Company’s Values
Familiarise yourself with the company's commitment to diversity and inclusion. Be prepared to discuss how your own values align with theirs and how you can contribute to fostering a collaborative and compassionate team culture.
