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- Tasks: Support an Adviser in delivering bespoke financial solutions and develop your paraplanning skills.
- Company: Join a respected boutique financial advisory firm with a collaborative team culture.
- Benefits: Enjoy hybrid working, flexible hours, and discretionary bonuses in a beautiful office setting.
- Why this job: Gain hands-on experience and mentorship in a supportive environment focused on your career growth.
- Qualifications: Open to Technical IFA Administrators or Junior Paraplanners eager to learn and grow.
- Other info: Full exam support available for those looking to achieve chartered status.
The predicted salary is between 28000 - 42000 £ per year.
Location: Milton Keynes - Hybrid working and flexible hours on offer
Salary: £32,000 - £45,000 - Depending on experience.
Are you a Technical IFA Administrator or Junior Paraplanner looking for your next job move, focusing more on paraplanning with administration support in place? Do you feel like you aren’t receiving the right mentoring / career support? Would you like to work for an independent IFA who can support you into a full paraplanning role? Would you enjoy working 1-1 with an Adviser and a role that requires an analytical mind and a love for the technical side of paraplanning?
Company/Role Information:
Our client is a highly respected boutique financial advisory firm. This boutique wealth planning practice has a close supportive team of 5. The team works closely together and it’s a highly collaborative environment. You will work alongside the main adviser as support to help deliver bespoke financial solutions in key areas like:
- Investment Planning and Financial Management
- Pension Planning (pre and post-retirement)
- Trusts and Estate Planning
What’s in it for you/Benefits on offer:
- Hybrid working - 2 days from home per week
- Flexible working hours - flexibility on start and finish times.
- Based in a gorgeous barn style office in Milton Keynes with ample free parking.
- The company has a hugely client-centric approach, exceptional staff retention and a warm team culture
- Discretionary bonuses
Person Specification:
This business would welcome applicants who are either already a paraplanner looking for that boutique collaborative and technical support role, or equally they have great capacity and the right nature and enthusiasm to train and mentor either a technical administrator or someone who is early in their paraplanner journey. This development will include support with all exams through to chartered if desired.
So, if you are looking for an environment where you can learn directly from your close working relationship with an experienced Adviser, develop your paraplanning skills and gain full exam support, then please apply and we can run through the role in more detail.
Paraplanner - Technical Admin/Junior Paraplanner also considered. employer: Cranleigh Personnel
Contact Detail:
Cranleigh Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Technical Admin/Junior Paraplanner also considered.
✨Tip Number 1
Research the company thoroughly before your interview. Understand their values, services, and the specific areas of financial planning they focus on. This will help you tailor your conversation and demonstrate your genuine interest in their work.
✨Tip Number 2
Prepare to discuss your analytical skills and technical knowledge in detail. Be ready to provide examples of how you've applied these skills in previous roles, as this is crucial for a paraplanning position.
✨Tip Number 3
Network with professionals in the financial advisory sector. Attend industry events or join relevant online forums to connect with others who can provide insights or even referrals to the role you're interested in.
✨Tip Number 4
Emphasise your willingness to learn and grow within the role. Since the company offers mentoring and support for exams, showcasing your enthusiasm for professional development can set you apart from other candidates.
We think you need these skills to ace Paraplanner - Technical Admin/Junior Paraplanner also considered.
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in paraplanning or technical administration. Emphasise any analytical skills and your ability to work collaboratively, as these are key for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for paraplanning and your desire for mentorship. Mention specific aspects of the company that attract you, such as their client-centric approach and supportive team culture.
Highlight Relevant Skills: In your application, focus on skills that align with the job description, such as investment planning, pension planning, and estate planning. Use examples from your past experiences to demonstrate these skills.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at Cranleigh Personnel
✨Show Your Analytical Skills
As a paraplanner, analytical thinking is crucial. Be prepared to discuss how you've used your analytical skills in previous roles, especially in financial contexts. Share specific examples that demonstrate your ability to assess complex information and provide solutions.
✨Understand the Company Culture
Research the boutique financial advisory firm before your interview. Understand their client-centric approach and collaborative environment. This will help you tailor your responses to show how you align with their values and how you can contribute to their team.
✨Prepare Questions for the Adviser
Since you'll be working closely with an adviser, prepare thoughtful questions about their approach to paraplanning and client management. This shows your interest in the role and helps you gauge if their mentoring style aligns with your learning preferences.
✨Highlight Your Willingness to Learn
If you're a junior paraplanner or technical administrator, emphasise your eagerness to learn and grow in the role. Discuss any relevant training or exams you are interested in pursuing, and express your enthusiasm for receiving mentorship from experienced advisers.
