ASSOCIATE PARAPLANNER
LONDON (Hybrid, 3 days per week onsite)
Are you looking to build your career in a people-first, client-focused environment?
As an Associate Paraplanner you’ll play a key part in supporting our financial planners and private bankers, helping to deliver high-quality advice and technical expertise to our clients. This is a hands-on, technical role where your attention to detail and commitment to doing the job well will be valued above exam results alone.
What makes this opportunity stand out?
- You’ll work closely with experienced colleagues, supporting the advice process from research and due diligence through to preparing reports and cashflow plans.
- You’ll have the chance to develop your expertise in estate planning and offshore bonds, with the opportunity to expand into protection and insurance advice if you’re interested.
- We’re looking for someone who enjoys technical paraplanning but is also comfortable seeing clients and giving advice.
Why join Weatherbys?
- We’re growing fast, with ambitions to double in size in five years. Your ideas and ambition will help us get there.
- You’ll have real flexibility and autonomy, with support to balance your career and your life.
- You’ll experience a workplace where consideration and support are part of everyday life.
- We offer a comprehensive benefits package including private medical insurance, enhanced family leave, income protection, and pension. For the full range of benefits please see https://www.weatherbys.bank/about-us/careers/employee-benefits/.
What you’ll bring
- At least two years’ experience in financial planning, with solid paraplanning experience.
- Level 4 Diploma in Financial Planning (CII/CISI or equivalent) or working towards it.
- Experience with estate planning and offshore bonds is highly desirable.
- A technical mindset, strong attention to detail, and a genuine commitment to good client outcomes.
- Comfortable supporting and advising clients but not seeking a sales or adviser role.
- Motivation to learn, develop, and take on new challenges over time.
- Ready to take the next step in your career? We’d love to hear from you.
Our commitment to inclusion
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 Committed 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.
