At a Glance
- Tasks: Support an Adviser in creating personalised financial plans and attend client meetings.
- Company: Boutique financial planning practice with a supportive and experienced team.
- Benefits: Competitive salary, mentorship, exam support, 25 days holiday, and a bonus scheme.
- Other info: Opportunity for career growth into senior paraplanning or advisory roles.
- Why this job: Gain hands-on experience in financial planning and develop your career with expert guidance.
- Qualifications: Experience in IFA or financial planning, ideally working towards Level 4 Diploma.
The predicted salary is between 33000 - 42000 £ per year.
Location: Leatherhead
Salary: Dependent on experience - £33,000 - £42,000
The Opportunity
We're working with a boutique, highly established financial planning practice looking to appoint a Junior Paraplanner to work closely alongside the Adviser, attend his meetings, and become a key part of the client journey. Are you a Junior Paraplanner looking for a role where you can really develop your technical and client-facing skills? Or perhaps you're an experienced IFA Administrator who has started getting involved in elements of paraplanning, and is now ready to take that next step? If so – this opportunity could be for you…
The Company
This is a boutique practice with a small, highly experienced team consisting of the Adviser, Practice Manager/Administrator and an existing Report Writer. The Adviser works with around 80 high-net-worth households, where they focus on building long-term relationships and delivering highly personalised, holistic financial planning. The existing administration and report writing functions are well established, meaning you'll have excellent support around you while developing your own paraplanning and client-facing skills.
The Role
You'll work alongside the Adviser, with the opportunity to attend client meetings, get to know and understand their objectives first-hand, and collaborate with the adviser to build their financial plan. Client meetings are a mixture of face-to-face appointments across London and the surrounding counties, Teams meetings and appointments at the firm's modern offices.
What They're Looking For
- Some experience within an IFA, wealth management or financial planning environment.
- Junior Paraplanning experience, or IFA Administration experience with exposure to report writing and some paraplanning.
- Ideally working towards Level 4 Diploma, with exams already completed.
- Strong interest in developing as a Technical Paraplanner and full encouragement of development into an adviser if desired.
- Someone personable and confident who would enjoy becoming involved with clients.
- A genuine desire to learn and work closely with an experienced Adviser.
What's on Offer
- Full mentorship and training across all aspects of paraplanning, alongside full exam support towards the Diploma and Chartered qualifications.
- Discretionary bonus scheme.
- Modern office facilities.
- 25 days holiday.
If you're a Junior Paraplanner, or an Administrator with some technical and report writing exposure, and you're looking for an opportunity where you can learn directly from an Adviser, work with clients and develop towards either a senior paraplanning or advisory career, this could be a fantastic next step.
Junior Paraplanner - Trainee adviser role in Leatherhead employer: Cranleigh Personnel Careers
Join a highly respected financial planning firm in Wokingham that prioritises your growth and development as a Trainee Financial Advisor. With a bespoke trainee development programme, full support for professional qualifications, and early client-facing exposure, you'll be equipped to build a successful career in financial planning. The supportive and collaborative work culture, combined with a genuine pathway to becoming an established Financial Adviser, makes this an exceptional opportunity for motivated individuals looking to make a meaningful impact in the financial services industry.
Contact Details:
Cranleigh Personnel Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Junior Paraplanner - Trainee adviser role in Leatherhead
✨Tap into University Career Services
If you're a student or recent grad eyeing a trainee role in banking or financial services, your university career services are your secret weapon. They often have connections with firms, and can guide you to exclusive openings that aren't advertised widely, so make sure to get in touch!
✨Get Involved in Finance Societies
Joining finance-related societies or clubs at your university can seriously up your game. They often host networking events, guest speaker sessions, and workshops that can connect you directly with industry professionals and potential employers.
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Try working on finance-related projects or internships, even if they're unpaid. It shows your commitment and gives you something to discuss in interviews. Plus, if you've got a blog or a portfolio detailing your findings on market trends, that can really impress recruiters!
✨Use Our Website to Find Opportunities
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We think you need these skills to ace Junior Paraplanner - Trainee adviser role in Leatherhead
Some tips for your application 🫡
Show your numbers!:In banking and financial services, we love a bit of quantification. Be sure to highlight any relevant coursework, grades, or projects that showcase your analytical skills. If you've tackled math-heavy subjects or have experience with financial modelling, let that shine on your CV!
Tailor your application to finance:Don't just copy and paste a generic cover letter; weave in your passion for finance and share any relevant experiences or internships, no matter how small. Writing about your motivations and learning potential in relation to the role will help us see you fit in at Cranleigh Personnel Careers.
Certifications can set you apart:If you've got any finance-related certifications (think CFA Level 1, ACCA, or even online courses), make sure to include them! They show initiative and a commitment to your career in banking, which we really appreciate.
Proofread with a fine-tooth comb:In finance, attention to detail is crucial! Spam your application with typos or poor formatting, and we may flag you as 'not detail-oriented'. So, let’s double-check everything. A clear structure in your CV and cover letter will also help your application stand out. Remember, apply through our website!
How to prepare for a job interview at Cranleigh Personnel Careers
✨Brush Up on Your Financial Knowledge
Make sure you’re comfortable with financial concepts and terminology. The interview may dive into areas like risk assessment or investment strategies, so revisiting some core principles and current trends in the banking sector will really help us stand out at Cranleigh Personnel Careers.
✨Prepare for Case Studies
Expect to encounter case studies or hypothetical financial scenarios where you’ll need to demonstrate your analytical skills. Practising with examples can help us articulate our thought process clearly and show how we approach problem-solving specific to the banking and financial services sector.
✨Highlight Your Learning Agility
As a trainee, they’re looking for potential over experience. We should emphasise our willingness to learn and adapt. Be ready to discuss how we’ve taken on challenges in the past, showcasing our growth mindset and eagerness to dive into the banking world with both feet.
✨Showcase Your Interest in the Industry
Let your passion for banking shine through! Discuss any relevant coursework, internships, or even personal finance projects you’ve explored. This not only demonstrates our knowledge but also our genuine enthusiasm for a career in banking at Cranleigh Personnel Careers.
