Westminster Wealth Management
Paraplanner
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Is This Your Next Role as a Paraplanner?
Are you ready to take the next step in your career? Well, the details in the role below might just grab your attention. This could be the opportunity you have been waiting for.
You will thrive in a role where your attention to detail, commitment to excellence, and ability to build relationships can shine.
This is not just another paraplanner position. This is a role that rewards those who are dedicated, self-reflective, and ready to grow. If you are someone who learns from mistakes, values feedback, and is always looking to improve, this is your chance to be part of something exceptional.
What Makes This Role So Special
You will be joining a small team of high performers who are united by a commitment to personal excellence and exceptional customer standards. Your ability to communicate effectively, work collaboratively, and adapt to challenges will be crucial in building meaningful relationships with both clients and teammates.
Your commitment to the role will be matched by exposure to professional development opportunities at the highest level. This is a space where your dedication is recognised and rewarded, but first, you must demonstrate your drive and passion for delivering results. It is up to you to forge your path to development.
What You Will Do
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In this role, you will:
- Create and deliver advice, including suitability report writing and supporting documentation.
- Maintain consistent, professional communication with clients to ensure they are informed and valued throughout the process.
- Manage all servicing tasks with precision.
- Keeping compliant and adhering to FCA regulations and standards.
- Uphold exceptional attention to detail, ensuring all written work is accurate.
Who You Will Be Working With
This role sits within a small team of high performers, and you will be working directly alongside a Partner at Westminster Wealth Management, who also holds the role of Head of Sales - a genuinely top-performing adviser with a strong track record.
Westminster Wealth Management
You would be joining an independent, privately owned firm managing over £2.5 billion in client assets, with Chartered Financial Planner status and recognition as a Top Rated Advice Firm.
What You Bring
To excel in this role, you will need:
- A natural drive to see tasks through to completion, with a focus on delivering high-quality outcomes.
- Confidence on the phone and excellent communication skills, paired with the ability to build relationships.
- Strong interpersonal skills and a touch of sales ability to enhance client experiences.
- A commitment to learning from mistakes and reflecting on your work to continuously improve.
- A minimum of 2 years of experience in the finance industry.
- Completed (or near completion) DipFS.
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What Success Looks Like
You will know you are succeeding when:
- Advice cases are completed accurately and within the agreed timeframe.
- Clients feel informed and confident at every step of the process.
- Your work meets the highest compliance and accuracy standards.
- All tasks are completed to specification, with nothing left undone.
The Details
- Hours: Full-time, 37.5 hours per week (Monday to Friday, 9:00–5:30).
- Location: Hybrid working, with flexibility to work from the London office as needed.
- Salary: £35,000 - £40,000 starting salary, with growth potential based on performance and commitment.
Why This Role Is for You
This is a role for someone who is ready to grow, both professionally and personally. If you are committed to excellence, willing to learn from challenges, and excited by the idea of joining a team that values your contribution, this is your chance.
Take Action Now
If this sounds like the opportunity you have been searching for, click Apply Now to submit your CV.
Start your next chapter today. This is your chance to make an impact and grow in ways you never thought possible.
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