At a Glance
- Tasks: Support financial advisers and manage client documentation in a friendly team.
- Company: Join Dragon Financial Planning Ltd, a growing firm in Newport.
- Benefits: Competitive salary, pension, 25+ days holiday, and qualification support.
- Other info: Office-based role with excellent career progression opportunities.
- Why this job: Make a real impact from Day 1 and grow into a Paraplanner role.
- Qualifications: Strong organisational skills and a passion for financial services.
The predicted salary is between 25000 - 32000 £ per year.
A fantastic opportunity has arisen to join our team. Dragon Financial Planning Ltd are based in Newport and provide full financial planning advice to our established and growing client bank.
The Opportunity
You will be working within a small friendly team of advisers and support staff to provide continued support to aid with the smooth running of the business. By being part of a small, close-knit team, you will have the opportunity to be closely involved and have a positive impact from Day 1. Given the nature of the role, this will be office-based at our offices near Newport City Centre. There will be opportunity to progress into Paraplanner and Financial Planner roles as you gain experience and qualifications.
What’s needed for me to be considered?
- Strong organisational and communication skills (Essential)
- A genuine interest in a career in Financial Services (Essential)
- A willingness to learn and develop new skills (Essential)
- Microsoft Office proficiency (Essential)
- Educated to degree level preferably in Business / Finance / Economics / Maths (Desirable)
- Willing to study towards achieving Level 4 Diploma in Regulated Financial Planning (Desirable)
- Previous work experience in a Financial Services/Administration role (Desirable)
The role includes, but is not limited to:
- Preparing pre & post meeting documentation for clients
- Monitoring and taking ownership of ongoing workload
- Liaising with product providers
- Arranging client meetings
- Updating client details using our back-office systems
What’s in it for you:
- Competitive salary & pension
- Chance to join a well-established advice firm
- Opportunity to progress to a Paraplanner & future Financial Planner role
- Being closely involved in the success of the business
- 25+ days holiday
- Funding and support towards relevant qualifications.
What next? Apply today to be considered for this opportunity, forward your full CV to: Dragon Financial Planning Email: enquiries@dragonfpl.co.uk
IFA Administrator/Trainee Paraplanner in Newport employer: Dragon Financial Planning Ltd
Dragon Financial Planning Ltd is an excellent employer located in Newport, offering a supportive and friendly work environment where you can make a meaningful impact from Day 1. With opportunities for professional growth into Paraplanner and Financial Planner roles, competitive salaries, generous holiday allowances, and funding for relevant qualifications, we are committed to nurturing your career in financial services.
Contact Details:
Dragon Financial Planning Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator/Trainee Paraplanner in Newport
✨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.
✨Show Your Passion Through Projects
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
We at StudySmarter recommend that you regularly check our website for trainee opportunities at leading companies like Dragon Financial Planning Ltd. They often post openings directly there, so don't miss out on the chance to apply and show what you've got!
We think you need these skills to ace IFA Administrator/Trainee Paraplanner in Newport
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 Dragon Financial Planning Ltd.
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 Dragon Financial Planning Ltd
✨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 Dragon Financial Planning Ltd.
✨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 Dragon Financial Planning Ltd.
