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- Tasks: Support advisors, onboard clients, and manage admin tasks while learning the ropes.
- Company: Join a dynamic boutique financial planning firm in central Buckinghamshire.
- Benefits: Enjoy training, mentoring, and a clear pathway to becoming a Financial Advisor.
- Why this job: Build a long-term career with potential succession opportunities in a supportive team.
- Qualifications: Ideal candidates should have paraplanning experience and hold DipFA or equivalent qualifications.
- Other info: This role offers a unique chance to grow within a well-established independent firm.
The predicted salary is between 30000 - 42000 £ per year.
We are partnering with a boutique, financial planning firm located in central Buckinghamshire. As a growing and dynamic practice, they are seeking an ambitious individual with knowledge of financial planning, who is currently a paraplanner but wants to progress into a Junior Adviser position. Our client is looking for someone to paraplan for 2 advisors, while learning the business and how they do things. During this time, you will meet clients, slowly be handed responsibility for giving advice yourself and be handed some of the client book to build.
This well-established independent and directly authorised firm is committed to fostering talent from within and offers a development pathway, training, client-facing experience, and mentoring. This is an outstanding opportunity for someone passionate about building a long-term career as a Financial Advisor. There is also potential for a succession plan as one of the partners is looking to retire in a few years and wants to hand the business and clients over to the adviser team.
Duties will include but are not limited to:
- Onboarding new clients and supporting in servicing existing clients
- Supporting a financial advisor in client meetings
- Sending out letters of authority
- Liaising with product providers
- Working closely with the administrator
- General administration duties as and when needed
The ideal candidate will have a paraplanning/junior adviser background, hold the DipFA or equivalent level 4 qualifications, and be happy to do a dual paraplanning/junior advisor role for the moment until up and running within the firm. They should want to work towards chartered status and be part of a great supportive and busy team.
Contact Detail:
Fram Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner / Junior Adviser (, , United Kingdom)
✨Tip Number 1
Network with professionals in the financial planning industry. Attend local events or join online forums where you can connect with current paraplanners and advisers. This can help you gain insights into the role and potentially lead to referrals.
✨Tip Number 2
Research the specific firm you're applying to. Understand their values, client base, and the services they offer. Tailoring your conversations during interviews to reflect your knowledge about their practice can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss your understanding of financial planning principles and how they apply to real-world scenarios. Being able to articulate your knowledge and demonstrate your passion for the field will show that you're ready for the transition to a Junior Adviser role.
✨Tip Number 4
Seek out a mentor within the industry who can provide guidance and support as you navigate your career path. Having someone experienced to turn to can help you develop the skills needed for the Junior Adviser position and enhance your confidence.
We think you need these skills to ace Paraplanner / Junior Adviser (, , United Kingdom)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a paraplanner and any relevant qualifications, such as the DipFA. Emphasise your ambition to transition into a Junior Adviser role and showcase any client-facing experience you have.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for financial planning and your desire to grow within the firm. Mention specific skills that align with the job description, such as onboarding clients and supporting advisors in meetings.
Showcase Your Knowledge: In your application, demonstrate your understanding of financial planning principles and the responsibilities of a Junior Adviser. This could include discussing your familiarity with liaising with product providers and general administration duties.
Express Your Long-Term Goals: Clearly articulate your career aspirations in your application. Mention your interest in working towards chartered status and how you see yourself contributing to the firm's success, especially with the potential succession plan.
How to prepare for a job interview at Fram Search
✨Show Your Financial Knowledge
Make sure to brush up on your financial planning knowledge before the interview. Be prepared to discuss key concepts and demonstrate your understanding of the role of a paraplanner and junior adviser. This will show that you are serious about the position and have the necessary background.
✨Express Your Ambition
Since the firm is looking for someone who wants to progress into a Junior Adviser role, it's important to convey your ambition during the interview. Share your career goals and how you see yourself growing within the company, especially in light of the succession plan mentioned.
✨Prepare Questions for the Interviewers
Having thoughtful questions ready can set you apart from other candidates. Ask about the firm's approach to client relationships, the training and mentoring process, and how they support their team members in achieving chartered status. This shows your interest in the firm and the role.
✨Demonstrate Team Spirit
As the firm values a supportive and busy team environment, be sure to highlight your ability to work collaboratively. Share examples from your past experiences where you successfully worked as part of a team, particularly in a financial context, to illustrate your fit for their culture.
