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- Tasks: Join as an administrator and learn to become a skilled paraplanner with mentorship.
- Company: A modern financial planning firm dedicated to nurturing and developing their staff.
- Benefits: Enjoy a salary of £30,000 - £40,000, hybrid working, and generous holiday.
- Why this job: Gain hands-on experience, build client relationships, and progress your career in a supportive environment.
- Qualifications: No extensive experience needed, just a willingness to learn and attention to detail.
- Other info: Everyone will receive a response, even if you don't have a CV yet.
The predicted salary is between 24000 - 32000 £ per year.
Glass ceilings might be metaphorical. But they still hurt. You're keen, capable, and ambitious. You know where you want to take your career and so does your employer. Trouble is they're unwilling or unable to help. Bump. You won't face that at this firm.
This business is one with a track record of nurturing and developing their staff. The best example of that is you'll join a team alongside a paraplanner who joined the firm as an administrator and someone who joined as a trainee IFA. Two people who will act as mentors to you.
As for the job, you'll join as an administrator. But you will learn and develop new skills as a paraplanner, guided by your mentors and a senior planner. That means technical advancement, powering through your exams, and first-hand exposure to how to build brilliant client relationships.
As for your future? Well, you might want to be the best paraplanner you can be. They can help you get there. Want to be a financial planner? They can do that too. They're a business that wants to develop their own planners, not hire externally, after all. And that person could be you.
It's not just learning and development where they've got it covered though. Salary is £30,000 - £40,000 depending on experience. Alongside that there's:
- A discretionary bonus
- 8% pension contribution
- DIS (4x)
- PMI
- 25 days holiday
Along with progression, they treat their staff with respect. They trust you to do a good job wherever you are, so offer hybrid working. They'll also support you with your exams.
The firm itself is a modern financial planning firm. They nurture their staff, continue to find ways to improve, and are happy to invest in their employees.
HERE'S WHAT YOU'LL NEED:
You'll be an administrator within a financial planning practice. You don't need years and years of experience, just a good grounding. You will have the capability to pass exams and have the capacity to learn about a niche area - personal injury/Court of Protection advice. As a small business/team, you will need to be a team player and given the specialist advice will have great attention to detail.
Ready to go to the next stage of your career? Click apply. If you don't have a CV don't worry we can come to that later. Just send us a way of contacting you. Everyone will receive a response.
Trainee Paraplanner employer: EXCHANGE STREET FINANCIAL SERVICES LIMITED
Contact Detail:
EXCHANGE STREET FINANCIAL SERVICES LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend local events or join online forums where you can connect with paraplanners and financial advisors. This will not only give you insights into the role but also help you build relationships that could lead to job opportunities.
✨Tip Number 2
Research the company culture and values of the firm you're applying to. Understanding their approach to staff development and mentorship will allow you to tailor your conversations during interviews, showing that you're aligned with their goals and eager to grow within their team.
✨Tip Number 3
Prepare thoughtful questions to ask during your interview. Inquire about the training and support they provide for exams, as well as how they foster a collaborative environment. This demonstrates your genuine interest in the role and your commitment to personal and professional growth.
✨Tip Number 4
Showcase your attention to detail in all interactions with the firm. Whether it's through your communication or during any assessments, being meticulous will highlight your suitability for the role, especially since the job requires a keen eye for detail in providing specialist advice.
We think you need these skills to ace Trainee Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the Trainee Paraplanner role. Familiarise yourself with the responsibilities and skills required, such as attention to detail and teamwork.
Tailor Your CV: Craft your CV to highlight relevant experience, even if it's not extensive. Focus on any administrative roles or experiences that demonstrate your capability to learn and grow in a financial planning environment.
Write a Compelling Cover Letter: Use your cover letter to express your enthusiasm for the role and the company. Mention your ambition to develop into a paraplanner and how you align with their values of nurturing talent.
Follow Up: After submitting your application, consider sending a polite follow-up email to express your continued interest in the position. This shows initiative and can help keep your application top of mind.
How to prepare for a job interview at EXCHANGE STREET FINANCIAL SERVICES LIMITED
✨Show Your Enthusiasm for Learning
As a Trainee Paraplanner, it's crucial to demonstrate your eagerness to learn and develop new skills. Be prepared to discuss how you plan to approach your training and what specific areas of financial planning excite you.
✨Highlight Teamwork Skills
Since the role requires being a team player, share examples from your past experiences where you've successfully collaborated with others. This could be in previous jobs, school projects, or volunteer work.
✨Prepare Questions for Your Interviewers
Having thoughtful questions ready shows your interest in the firm and the role. Ask about the mentorship process, opportunities for progression, or how they support staff in their exams.
✨Demonstrate Attention to Detail
Given the nature of the role, it's important to showcase your attention to detail. You might want to mention any relevant experiences where precision was key, such as managing data or preparing reports.
