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- Tasks: Lead the paraplanning function and support Financial Advisers in creating tailored financial strategies.
- Company: Join a dynamic Financial Planning firm that blends personal advice with innovative technology.
- Benefits: Enjoy hybrid working, flexible hours, and a competitive salary up to £55k plus benefits.
- Why this job: Be the first dedicated Paraplanner and shape a best-in-class function while gaining valuable compliance experience.
- Qualifications: Must have Level 4 qualification in Regulated Financial Planning and strong knowledge of investment and tax planning.
- Other info: Contact Mark for an informal chat if you need help with your CV.
The predicted salary is between 42000 - 66000 £ per year.
Wealth Management
Location: London (Hybrid)
Salary: To £55k + benefits
Fancy establishing the paraplanning function for a small, ambitious Financial Planning firm? And adding some Compliance experience to your already impressive CV? And what about having plenty of flexibility to manage your own time between working in the office and from home? This is an opportunity to do all of the above.
You’ll be working for a growing Financial Services group operating across wealth planning, insurance, workplace pensions and international payments that combines personal, human advice with the use of innovative technology.
As the firm’s first dedicated Paraplanner, you’ll have a blank canvas to use all you’ve learnt to date to build a best-in-class paraplanning function. This really will be your baby!
You’ll support Financial Advisers in developing tailored financial strategies aligned with each client’s goals, risk profiles and financial circumstances. You’ll conduct thorough research and analysis across key planning areas including investments, pensions, protection, and tax planning. You’ll also prepare high quality suitability reports and recommendation letters, ensuring compliance with regulatory standards and internal policies.
In addition, you’ll support the Compliance Manager by reviewing client advice files to ensure completeness, accuracy and compliance with FCA regulations and internal standards, acting as a point of contact for advice file queries from advisers and administrators. And finally, you’ll also be responsible for training and developing the growing team of Financial Administrators.
You’ll be an experienced paraplanner who has achieved at least a Level 4 qualification in Regulated Financial Planning (or equivalent) and will have a strong working knowledge of investment products, tax planning and retirement planning. You’ll also need excellent communication and organisational skills.
Interested? Click apply.
Paraplanner employer: Willow Resourcing Limited
Contact Detail:
Willow Resourcing Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Research the company thoroughly before your interview. Understand their values, services, and the specific role of a Paraplanner within their team. This will help you tailor your responses and show genuine interest in the position.
✨Tip Number 2
Network with professionals in the financial planning industry. Attend relevant events or join online forums to connect with others who may have insights about the firm or the role. Personal connections can often lead to valuable information and recommendations.
✨Tip Number 3
Prepare to discuss your experience with compliance and regulatory standards, as this is a key aspect of the role. Be ready to provide examples of how you've ensured compliance in previous positions, which will demonstrate your suitability for the job.
✨Tip Number 4
Showcase your ability to work independently and manage your time effectively. Since the role offers flexibility between office and home working, highlight any past experiences where you've successfully balanced multiple tasks or projects remotely.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a paraplanner, especially any relevant qualifications like the Level 4 in Regulated Financial Planning. Emphasise your knowledge of investment products, tax planning, and retirement planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for establishing a paraplanning function. Mention how your skills align with the company's goals and your enthusiasm for working in a hybrid environment.
Highlight Compliance Experience: Since the role involves supporting the Compliance Manager, be sure to mention any previous compliance experience you have. Discuss your understanding of FCA regulations and how you've ensured compliance in past roles.
Showcase Communication Skills: In your application, provide examples of how you've effectively communicated complex financial information to clients or colleagues. This is crucial for the role, so make it clear how you excel in this area.
How to prepare for a job interview at Willow Resourcing Limited
✨Showcase Your Paraplanning Experience
Be prepared to discuss your previous experience as a paraplanner in detail. Highlight specific examples of how you've supported financial advisers and contributed to developing tailored financial strategies.
✨Demonstrate Compliance Knowledge
Since compliance is a key part of the role, brush up on FCA regulations and internal policies relevant to paraplanning. Be ready to explain how you ensure compliance in your work and any experiences you've had in reviewing client advice files.
✨Prepare for Technical Questions
Expect technical questions related to investment products, tax planning, and retirement planning. Make sure you can confidently discuss these topics and provide insights based on your knowledge and experience.
✨Emphasise Communication Skills
As you'll be training and developing a team of Financial Administrators, it's crucial to demonstrate your excellent communication skills. Share examples of how you've effectively communicated complex information to clients or colleagues in the past.
