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- Tasks: Support Financial Advisers and deliver outstanding service to clients as a Trainee Paraplanner.
- Company: Join a collaborative financial services firm focused on professional development and client satisfaction.
- Benefits: Enjoy 25 days holiday, a workplace pension, and clear salary progression opportunities.
- Why this job: This role offers growth in a supportive culture while making a real impact in finance.
- Qualifications: 2 years in wealth administration with strong communication and organizational skills required.
- Other info: Ideal for those looking to advance their career in a thriving financial environment.
The predicted salary is between 24000 - 36000 £ per year.
Job Description
IFA Administrator / Junior Paraplanner
Location: Birmingham
Salary: Up to £30,000 DOE
Join a well-established wealth management practice committed to providing exceptional support to their clients.
This role offers an exciting opportunity for individuals with experience in IFA practices to progress into a paraplanner position.
What’s on Offer?
- Progressive route to Paraplanner
- Exam support if needed
- 25 days of holiday plus bank holidays
- Workplace pension and death-in-service benefits (4x salary)
- A supportive, inclusive, and collaborative workplace culture with opportunities for professional development
The Role
You’ll work closely with Financial Advisers, assisting in the delivery of high-quality advice and services. This role offers a structured pathway to grow into a full paraplanner position, with hands-on experience and guidance every step of the way.
What will you be doing?
- Process new client applications while ensuring compliance with regulatory requirements
- Maintain accurate and up-to-date client records using CRM systems
- Liaise with providers to gather plan information and assist with regulatory calculations
- Prepare detailed reports and presentations for adviser meetings
- Respond to client queries promptly and professionally
- Assist with processing investment transactions in line with compliance procedures
- Stay informed about financial products and regulatory changes to ensure accuracy in all tasks
What do you need?
- A minimum of 1 year of experience in wealth administration or a similar role
- Understanding of FCA regulations and compliance procedures
- Excellent communication, organisation, and time management skills
If you’re ready to take the next step in your financial services career and grow into a paraplanner, apply now!
Trainee Paraplanner employer: Ellis James Partners
Contact Detail:
Ellis James Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner
✨Tip Number 1
Familiarize yourself with the latest FCA regulations and compliance procedures. This knowledge will not only help you in your role but also demonstrate your commitment to professional development during the interview process.
✨Tip Number 2
Network with current paraplanners or financial advisers to gain insights into their daily tasks and challenges. This can provide you with valuable information that you can use to tailor your approach and show your enthusiasm for the role.
✨Tip Number 3
Stay updated on financial products and market trends. Being knowledgeable about the industry will allow you to engage in meaningful conversations during interviews and showcase your proactive attitude.
✨Tip Number 4
Prepare to discuss specific examples of how you've maintained accurate client records and processed applications in previous roles. Highlighting your attention to detail and organizational skills will set you apart from other candidates.
We think you need these skills to ace Trainee Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in IFA practices and wealth administration. Emphasize any relevant skills such as compliance knowledge, communication abilities, and attention to detail.
Craft a Strong Cover Letter: Write a cover letter that showcases your enthusiasm for the Trainee Paraplanner role. Mention specific experiences that demonstrate your understanding of FCA regulations and your proactive attitude towards professional development.
Highlight Relevant Experience: In your application, clearly outline your previous roles and responsibilities that relate to processing client applications and maintaining accurate records. Use examples to illustrate your organizational and time management skills.
Showcase Your Commitment: Express your commitment to ongoing learning and development in the financial services sector. Mention any relevant courses or certifications you have completed or are currently pursuing.
How to prepare for a job interview at Ellis James Partners
✨Show Your Knowledge of IFA Practices
Make sure to demonstrate your understanding of Independent Financial Advice (IFA) practices during the interview. Discuss any relevant experiences you have had and how they relate to the role of a paraplanner.
✨Highlight Your Compliance Awareness
Since compliance is crucial in this role, be prepared to talk about your knowledge of FCA regulations and how you've adhered to compliance procedures in your previous positions. This will show that you take regulatory requirements seriously.
✨Emphasize Communication Skills
As a paraplanner, you'll need to communicate effectively with both clients and advisers. Share examples of how you've successfully managed client queries or collaborated with colleagues to deliver outstanding service.
✨Demonstrate Proactivity and Attention to Detail
Prepare to discuss instances where your proactive attitude and attention to detail made a difference in your work. This could include how you maintained accurate client records or ensured compliance in processing transactions.
