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- Tasks: Start as an administrator, develop into a paraplanner with client interaction.
- Company: Join a vibrant Chartered IFA firm with a youthful leadership team.
- Benefits: Enjoy flexi-working hours, a competitive salary, bonuses, and a supportive environment.
- Why this job: Gain structured career development and mentorship while making a real impact.
- Qualifications: Two years in financial planning, ambition for Chartered status, and a collaborative spirit.
- Other info: No need for an up-to-date CV; everyone will receive a response.
The predicted salary is between 24000 - 30000 £ per year.
You want to be a financial planner – but not yet. For now you want to pass more exams, learn more and be, well, more \”ready\”.
But at the same time you don\’t want to drift. You want a plan, a strategy. For a company to tell you how your career will develop with them and when you\’ll be a financial planner. Vague promises won\’t do.
If your current firm can\’t do that, this one can.
At this Chartered IFA business you\’ll start as an administrator. But you\’ll develop into a paraplanner (or Client Manager is a more accurate term given the client interaction you\’ll have). And if you want to be a planner they can make that happen in roughly five years time.
And they can deliver on this because they\’ve already done so with four other people before you. All joined to provide support to the planning team but all three are now at varying stages of their advice career.
To start with you\’ll work with senior planners who will help unlock your potential whilst you support them day to day. In the medium term you\’ll spend more and more time with clients, attending every meeting with your planner. And all the while, the focus will also be on developing your soft skills so that you can become an adviser.
Alongside being acquisitive, this firm are growing organically at 20% a year anyway. So whilst advice won\’t happen in the short-term, the resources to do it well and successfully will be in place once you\’re ready.
Starting salary will depend on the individual and be up to c£30,000. Alongside that your pay will be under review – as you develop your career so your salary will increase. Plus there\’s a bonus scheme and benefits package.
The firm also operates flexi-working Monday-Thursday 8am-5pm or 9am-6pm with a half day finish on Friday (1pm). It\’s not quite a 4 day week but it certainly extends your weekend.
This is a vibrant financial planning firm with a leadership team much younger than most firms in the profession. So your energy and ambition will be welcomed, not stifled.
HERE\’S WHAT YOU\’LL NEED:
You\’ll have two years experience in a financial planning firm. That will likely be as an administrator or a paraplanner.
You\’ll have begun your exams and will have an ambition to achieve Chartered status.
You\’ll be an energetic team player. Someone who values collaboration and learning from others.
You will see the benefit of being in the office, learning from others.
–
Need more than vague assurances? Click apply. If you don\’t have an up to date CV don\’t worry about that, we can sort that later.
Everyone will get a response. #J-18808-Ljbffr
Trainee Paraplanner employer: Exchange Street Executive Search
Contact Detail:
Exchange Street Executive Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner
✨Tip Number 1
Research the company thoroughly before your interview. Understand their growth trajectory and how they support career development. This will help you ask informed questions and show your genuine interest in their structured approach to training.
✨Tip Number 2
Network with current or former employees of the firm on platforms like LinkedIn. They can provide insights into the company culture and the specifics of the training process, which can be invaluable during your discussions.
✨Tip Number 3
Prepare to discuss your previous experience in financial planning. Be ready to highlight specific examples where you've demonstrated teamwork and collaboration, as these qualities are highly valued by the firm.
✨Tip Number 4
Show enthusiasm for continuous learning and professional development. Mention any relevant courses or exams you’ve started, and express your commitment to achieving Chartered status, aligning with the firm's focus on growth.
We think you need these skills to ace Trainee Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your two years of experience in a financial planning firm. Emphasise any relevant roles, particularly as an administrator or paraplanner, and showcase your ambition to achieve Chartered status.
Craft a Compelling Cover Letter: Write a cover letter that clearly outlines your career aspirations and how this role aligns with your goals. Mention your eagerness to learn from senior planners and your commitment to developing your soft skills.
Showcase Teamwork and Collaboration: In your application, provide examples of how you have worked effectively in a team environment. Highlight your energetic approach and willingness to collaborate, as these traits are valued by the company.
Express Your Long-Term Goals: Clearly communicate your desire for a structured career path in your application. Mention how you appreciate the company's track record of developing employees into financial planners and your enthusiasm for being part of that journey.
How to prepare for a job interview at Exchange Street Executive Search
✨Show Your Ambition
Make sure to express your desire to achieve Chartered status during the interview. This shows that you have a clear career plan and are committed to your professional development, which aligns with the company's focus on nurturing talent.
✨Demonstrate Team Spirit
As an energetic team player, highlight your collaborative experiences in previous roles. Share examples of how you've worked effectively within a team, as this firm values collaboration and learning from others.
✨Ask About Career Development
Prepare thoughtful questions about the career progression opportunities within the company. Inquire about the specific steps they take to help employees transition from paraplanner to financial planner, showing that you are serious about your future with them.
✨Emphasise Your Learning Mindset
Discuss your eagerness to learn and grow, especially in relation to working alongside senior planners. Mention any relevant exams you've started and how you plan to continue your education, reinforcing your commitment to becoming a skilled adviser.
