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- Tasks: Join our team as a Trainee Paraplanner, supporting senior Paraplanners and Financial Advisers.
- Company: We're a growing IFA firm in South Manchester, focused on career progression and support.
- Benefits: Enjoy hybrid working, flexible hours, 25 days holiday, and free on-site parking.
- Why this job: This role offers hands-on experience and clear pathways to advance your career in finance.
- Qualifications: No prior Paraplanning experience needed; just a readiness to grow and learn.
- Other info: Contact Georgia at Integro if you're ready to take the next step in your career!
Trainee Paraplanner
Not sure what skills you will need for this opportunity Simply read the full description below to get a complete picture of candidate requirements.
£28-35K depending on experience and qualifications
South Manchester
Hybrid working
Frustrated with a lack of progression opportunities in your current company?
Feeling like you are being promised growth and support but not receiving it?
If either of the above are true, then this should be the opportunity you have been craving…
A growing South Manchester based IFA firm are looking to add to their Admin / Trainee Paraplanning team, with opportunities for experienced staff to take the next step up to fully fledged Paraplanning.
Their preference is little / no Paraplanning experience and instead a chance for an IFA Admin to finally take that step forward in their career.
Working with senior Paraplanners and directly with Financial Advisers, this will offer the hands on experience as well as support and training. The role will naturally progress into Paraplanning without feeling like you are being restricted on your responsibilities.
Benefits:
– Hybrid working 3 days a week in the office
– Flexible working hours to allow for school runs / missing rush hour traffic
– Salary banding based on experience and qualifications (Diploma or RO exams)
– 25 days holiday + bank holidays. Birthday off work and opportunity to buy additional holidays over the year
– Free on-site parking
If you are interested in taking the next step in your career, and are already and IFA Admin or Trainee Paraplanner, reach out to Georgia at Integro
Trainee Paraplanner employer: Integro Partners
Contact Detail:
Integro Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work as Paraplanners or Financial Advisers. Attend local finance-related events or join online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Research the company thoroughly before your interview. Understand their values, culture, and the specific services they offer. This will help you tailor your conversation and demonstrate your genuine interest in joining their team.
✨Tip Number 3
Prepare to discuss your career aspirations and how they align with the growth opportunities offered by the firm. Show that you are eager to learn and develop your skills in Paraplanning, which will make you a more attractive candidate.
✨Tip Number 4
Consider obtaining relevant qualifications, such as the Diploma in Regulated Financial Planning or RO exams, even if you have little experience. This demonstrates your commitment to the profession and can set you apart from other candidates.
We think you need these skills to ace Trainee Paraplanner
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and requirements of a Trainee Paraplanner. Tailor your application to highlight how your skills and experiences align with what the company is looking for.
Highlight Relevant Experience: Even if you have little or no Paraplanning experience, emphasise any relevant administrative or financial experience you have. Discuss how these experiences have prepared you for a role in paraplanning.
Craft a Compelling Cover Letter: Write a cover letter that expresses your enthusiasm for the role and the company. Mention why you are interested in advancing your career in this field and how you can contribute to the team.
Proofread Your Application: Before submitting your application, make sure to proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Integro Partners
✨Understand the Role
Make sure you have a clear understanding of what a Trainee Paraplanner does. Familiarise yourself with the responsibilities and how they fit into the wider financial advisory process. This will help you articulate your interest and suitability for the role.
✨Show Your Willingness to Learn
Since the firm is looking for candidates with little or no Paraplanning experience, emphasise your eagerness to learn and grow. Share examples of how you've quickly adapted to new roles or acquired new skills in the past.
✨Prepare Questions
Have a list of thoughtful questions ready to ask during the interview. This shows your genuine interest in the company and the role. You might ask about the training process, opportunities for progression, or the team dynamics.
✨Highlight Relevant Experience
Even if you don't have direct Paraplanning experience, think about any relevant skills or experiences from previous roles that could apply. This could include administrative tasks, customer service, or any financial knowledge you possess.
