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For Companies At a Glance
- Tasks: Support Advisers in creating financial plans and produce high-quality reports.
- Company: Join WTW, a leading employer committed to inclusivity and employee development.
- Benefits: Enjoy a competitive salary, generous pension contributions, and private medical insurance.
- Why this job: Be part of a supportive team that values your growth and offers hybrid work options.
- Qualifications: Diploma Level 4 or working towards it; strong IT skills and excellent communication required.
- Other info: Flexible part-time roles available; we embrace diversity and provide equal opportunities.
The predicted salary is between 36000 - 60000 £ per year.
As a Paraplanner at WTW, you will collaborate closely with Advisers to support them in developing comprehensive financial plans for individual clients, covering both pension and non-pension assets. Your primary responsibilities will include producing high-quality reports and assisting the administration team as needed.
The Role
- Drafting compliant suitability reports using templates where applicable.
- Conducting fund and product research.
- Reviewing letters.
- Overseeing the implementation of investments.
- Coordinating with team Administrators to ensure client administration is up to date and providing support as necessary.
Qualifications
The Requirement
- You should be qualified or working towards Diploma Level 4, as a Paraplanner.
- Strong experience is essential, and you must be able to work efficiently and independently in a small team environment.
- Excellent time management skills, with the ability to meet strict deadlines.
- Ability to work without close supervision.
- Strong core IT skills, with experience in Intelliflo, FE Analytics, Morningstar Adviser Workstation, Voyant, and Microsoft Office.
- Excellent verbal and written communication skills.
Opportunity: This is a fantastic opportunity for a Paraplanner with high standards looking to further develop their career. You will join a close-knit team that works together and supports each other to deliver the advice and guidance that clients expect. WTW will support you with study and exams.
Benefits: The company offers an attractive Full-Time Equivalent salary based on experience and qualifications, along with a range of benefits associated with a large employer, including a generous employer pension contribution and private medical insurance.
Work Environment: The role is a full-time position based in either our London Lime Street or Reigate office. The company operates a hybrid work pattern, allowing for some homework, although office attendance will be required for client and team meetings. For the right candidate, we are open to considering a part-time role with a minimum of 25 hours per week (pay pro-rata).
At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organization. We embrace all types of diversity.
We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email
Job Info
- Job Identification 202501017
- Job Category Retirement – Non Actuarial
- Posting Date 02/17/2025, 04:28 PM
- Locations Watson House, Reigate, RH2 9PQ, GB
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Paraplanner employer: Willis Towers Watson
Contact Detail:
Willis Towers Watson Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the specific software mentioned in the job description, such as Intelliflo and FE Analytics. Having hands-on experience or even completing online tutorials can give you a significant edge during interviews.
✨Tip Number 2
Network with current or former Paraplanners at WTW or similar firms. Engaging in conversations about their experiences can provide valuable insights into the company culture and expectations, which you can leverage in your discussions.
✨Tip Number 3
Prepare to discuss your time management strategies in detail. Since the role requires meeting strict deadlines, having concrete examples of how you've successfully managed your time in previous roles will demonstrate your suitability.
✨Tip Number 4
Showcase your commitment to professional development. Mention any relevant courses or qualifications you are pursuing, especially towards Diploma Level 4, as this aligns with WTW's support for ongoing education.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly understand the responsibilities of a Paraplanner at WTW. Familiarise yourself with the key tasks such as drafting suitability reports and conducting fund research, as this will help you tailor your application.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in financial planning and any relevant qualifications, especially if you are working towards Diploma Level 4. Mention specific tools you have used, like Intelliflo or Microsoft Office, to demonstrate your technical skills.
Craft a Strong Cover Letter: Your cover letter should reflect your understanding of the role and your enthusiasm for joining WTW. Discuss how your skills align with their requirements, particularly your ability to work independently and manage time effectively.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as strong written communication skills are essential for this role. A polished application reflects your attention to detail.
How to prepare for a job interview at Willis Towers Watson
✨Know Your Financial Planning Basics
Make sure you have a solid understanding of financial planning concepts, especially around pensions and investments. Be prepared to discuss how you would approach drafting suitability reports and conducting fund research.
✨Showcase Your IT Skills
Familiarise yourself with the software mentioned in the job description, such as Intelliflo and FE Analytics. If you have experience with these tools, be ready to share specific examples of how you've used them in your previous roles.
✨Demonstrate Team Collaboration
Since the role involves working closely with Advisers and Administrators, think of examples from your past experiences where you successfully collaborated within a team. Highlight your ability to support others while also managing your own tasks.
✨Prepare for Time Management Questions
Given the emphasis on meeting strict deadlines, be ready to discuss how you prioritise tasks and manage your time effectively. Consider sharing a situation where you successfully handled multiple responsibilities under pressure.
