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- Tasks: Support clients and assist in financial advice delivery while preparing for an advisory role.
- Company: Join a rapidly growing financial planning firm with strong backing and a focus on client relationships.
- Benefits: Enjoy remote or hybrid work, competitive salary, bonuses, and clear career progression.
- Why this job: This role offers a unique path to becoming a full financial adviser with an established client base.
- Qualifications: Strong technical knowledge, excellent communication skills, and ambition to become an adviser are essential.
- Other info: Local candidates near Wellington, Taunton, Barnstaple, and Weston-Super-Mare preferred.
The predicted salary is between 36000 - 60000 £ per year.
A rapidly growing, well-backed financial planning firm is looking to recruit a Paraplanner / Trainee IFA to join their growing team. This is a key role within the firm’s expansion and holds the genuine opportunity to transition into a full financial planner position where you will inherit a large/established book of clients.
The Role:
- Work closely alongside the current Financial Adviser as a key contact for a loyal and established client base.
- Act as the daily point of contact for clients, building strong, trusted relationships.
- Join client meetings and play an active role in ongoing client service and advice delivery.
- Be fully involved in the advice process while preparing to transition into an adviser role.
- Ensure a smooth and gradual handover of clients to maintain continuity and comfort for all parties.
- Undertake Paraplanning/Technical support for both the current Financial Adviser and book of clients.
This is a unique opportunity offering a clear and supported path of moving into a full advisory position and inheriting a client book within 12–18 months.
What we’re looking for:
- A Paraplanner with strong technical knowledge and excellent client communication skills.
- Someone with the ambition and ability to step into an Adviser role in the near future.
- Tech-savvy and self-motivated.
- Comfortable managing a remote or hybrid working setup.
- Willingness to attend client meetings in person when required (clients are based around Wellington, Taunton, Barnstaple, Weston-Super-Mare and along the M5 corridor) – you MUST live locally to these areas.
What’s on offer:
- Remote or hybrid working with full flexibility.
- Office space available in Taunton, but attendance is optional.
- Competitive salary circa £45,000 (with flexibility based on experience).
- Bonus and company benefits.
- Clear progression into an Adviser role with full client book handover.
This is a fantastic opportunity for a motivated and ambitious individual who is looking to take the next step of their career into an advisory capacity.
Paraplanner / Trainee Financial Adviser employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner / Trainee Financial Adviser
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working as Financial Advisers. Attend local finance-related events or seminars around Wellington, Taunton, and Barnstaple to make connections that could lead to job opportunities.
✨Tip Number 2
Familiarise yourself with the specific financial products and services offered by the firm. This will not only help you understand their client base better but also allow you to engage in meaningful conversations during interviews or networking events.
✨Tip Number 3
Demonstrate your tech-savviness by showcasing any relevant software or tools you’ve used in previous roles. Being comfortable with technology is crucial for this position, so be prepared to discuss how you've leveraged tech in your past experiences.
✨Tip Number 4
Prepare to discuss your long-term career goals during interviews. Since this role offers a clear path to becoming a Financial Adviser, express your ambition and readiness to take on more responsibilities, highlighting your commitment to client service and relationship building.
We think you need these skills to ace Paraplanner / Trainee Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Paraplanner/Trainee Financial Adviser role. Emphasise your technical knowledge, client communication skills, and any previous experience in financial services.
Craft a Compelling Cover Letter: Write a cover letter that showcases your ambition to transition into an adviser role. Mention specific examples of how you've built strong client relationships or provided technical support in previous roles.
Highlight Local Knowledge: Since the role requires local presence, mention your familiarity with the areas around Wellington, Taunton, Barnstaple, and Weston-Super-Mare. This shows your commitment and readiness to attend client meetings when necessary.
Showcase Your Tech Savviness: In your application, include any relevant technology skills or tools you are proficient in that would be beneficial for a remote or hybrid working setup. This could include software used in financial planning or client management.
How to prepare for a job interview at mbf
✨Know Your Financial Basics
Make sure you brush up on your financial knowledge, especially around paraplanning and advisory roles. Being able to discuss technical concepts confidently will impress the interviewers and show that you're ready for the responsibilities of the role.
✨Demonstrate Client Relationship Skills
Since this role involves building strong relationships with clients, be prepared to share examples of how you've successfully managed client interactions in the past. Highlight your communication skills and ability to foster trust.
✨Show Your Ambition
Express your eagerness to transition into a full financial adviser role. Discuss your career goals and how this position aligns with them. This will demonstrate your commitment to growth within the company.
✨Familiarise Yourself with the Local Area
As the role requires attending client meetings in specific locations, it’s beneficial to know about the areas mentioned in the job description. Showing that you understand the local market can give you an edge in the interview.
