At a Glance
- Tasks: Support Financial Planners with research, analysis, and client financial plans.
- Company: Join a leading wealth management firm in Moorgate, London.
- Benefits: Competitive salary, 25 days holiday, and auto enrolment pension scheme.
- Other info: Exciting role with excellent career growth opportunities in a dynamic environment.
- Why this job: Make a real impact in financial planning while developing your skills.
- Qualifications: Level 4 Diploma in Financial Planning or equivalent experience required.
We are recruiting for an experienced Paraplanner to work within a highly successful Principal Partner Practice of St. James’s Place Wealth Management based in Moorgate, London.
Role overview
In order for the Partner to continue to provide holistic advice and team-leadership to the highest level, he is recruiting an experienced paraplanner to support him and his team to service his client base.
Ideally the candidate will be fully CII / CISI diploma level qualified and will be capable and enjoy working in a fast paced environment.
The Role - Paraplanner
You will be working within a busy team and your role will include
- Support the Financial Planner in research and analysis to meet client needs and objectives.
- Prepare client financial plans and suitability reports/letters for Financial Planners – including annual review, new business or ad hoc advice reports.
- Research of internal and external products to ensure the highest standards of advice
- Prepare documentation to be held on file or included within reports, as applicable, to support the recommendation and justify the provider and product recommended.
- Manage the presentation of technical data to the Financial Planners.
- Compile cashflow models when required as part of the advice process.
- Provide the client with a positive professional experience, offering qualified knowledge and ongoing assistance.
- Maintain up to date product and technical knowledge.
- Maintain all standards of performance as required by the company
- Develop and maintain internal relationships within all parts of the business.
- Complete Continuous Professional Development to meet regulatory requirements and personal development needs.
- The Person – Paraplanner
- Previous paraplanning experience in a similar role at a senior level.
- Be level 4 Diploma in Financial Planning (Dip PFS) qualified, working towards this, OR qualified via experience.
- This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional individual who enjoys using their initiative and who has a ‘can do’ working style
- Experienced in the administration of pension, investment & IHT products
- Are highly organised and have excellent communication skills
- Confident in dealing with clients and third parties and can work with total discretion.
- Good IT knowledge – experience of Voyant, i Business, FE Analytics, Salesforce highly advantageous.
- Good understanding of the Financial Planning process.
- Strong interpersonal skills, both written and verbal communication.
- Customer service skills – providing an excellent service to the adviser and client.
- Excellent planning and organisational skills.
- Ability to work effectively to deadlines.
- Accuracy and attention to detail to balance demands of role.
- Broad knowledge of the Financial Services Industry and high level of technical knowledge.
- In depth knowledge and experience with cashflow modelling.
- Ability to manage and complete projects.
- Additional Information
- Basic salary: £40-50k starting salary (dependent on skills and experience)
- Working hours: Full time, Monday to Friday
- Pension: Auto enrolment pension scheme
- Holiday entitlement: 25 days, plus bank holidays
If you are passionate about providing high-quality support in the financial planning industry and possess the necessary skills, we encourage you to apply for this exciting opportunity as a Paraplanner
Paraplanner employer: Your Resourcing Partner Ltd
Join a prestigious wealth management practice in the heart of the City of London, where you will not only provide high-quality technical support but also mentor and develop junior colleagues. With a commitment to professional growth, this role offers ongoing development opportunities and a clear pathway to leadership within a client-focused environment. Enjoy a competitive salary, generous annual leave, and the chance to be part of a dynamic team dedicated to delivering exceptional client experiences.
Contact Details:
Your Resourcing Partner Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Your Resourcing Partner Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Your Resourcing Partner Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Your Resourcing Partner Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Your Resourcing Partner Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Your Resourcing Partner Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Your Resourcing Partner Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Your Resourcing Partner Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
