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- Tasks: Start as an administrator, progress to paraplanner, and learn from a Chartered Financial Planner.
- Company: Join a modern financial planning firm with a youthful vibe and exciting clientele.
- Benefits: Enjoy a starting salary of £35,000, hybrid working, bonuses, and 25 days holiday.
- Why this job: This role offers growth opportunities, interesting cases, and a supportive learning environment.
- Qualifications: Experience with systems like Intelliflo is preferred; energy and drive are key.
- Other info: No CV needed to apply; just send your contact details!
The predicted salary is between 21000 - 35000 £ per year.
Why do people leave jobs? A recent survey laid it bare. The number one reason was money. One was greater flexibility about where you work and when. The other three were all variations on "To learn and grow". The conclusion? "People who aren't learning will leave". And that sums things up for you. You don't mind your job or your company. But what comes next? Where can your career go? Or is it "same old, same old"?
At this firm they want their staff to progress. And they do. They currently have three people in training to become financial planners and they'll be a pathway for you too. You'll start off as an administrator but you'll take your exams and move into paraplanning in the next few years. In the next five years, should you want to, you can also become a planner.
In the meantime you'll work closely with a Chartered Financial Planner from whom you'll learn so much. You'll sharpen your technical skills and get to work on very interesting cases with very interesting clients. After all this firm looks after the financial interests of not just HNW individuals and business owners. It counts sports stars and musicians amongst its clientele too. Not that you're one to get starstruck but how exciting could dealing with one of them be?
As for the other factors, well, they've got that covered too. Starting salary is to £35,000 but it's important to note that just as there's a career journey, there's a pay journey. Staff at this business have their salaries reviewed every year and good performance leads to a raise. There's also a bonus scheme and hybrid working. From day one you can work from home one day a week rising to two post-probation. And that tells you how much they trust their staff.
You will get funding and support with exams (as well as study leave) plus the below:
- Pension and death in service benefits
- 25 days holiday (+ Bank Holidays) per annum
- Cycle to Work Scheme
- Private Medical Insurance (Bupa)
- Access to market-leading technology and IT equipment to help you deliver a first-class service to clients
- Full training to get you off to a great start
All in all this is a firm that "gets" what it needs to do to not only hire right. It's a firm that knows what it takes to get people to stay.
HERE'S WHAT YOU'LL NEED:
You'll be an administrator for a financial planning firm. But conscientiousness, energy and drive is more important than length of experience. As long as you have some experience, we'd like to speak to you. You'll have experience of using systems like Intelliflo and be comfortable using platforms/tech. You'll also have the ability/desire to take and pass exams. This is a modern business with an average age much lower than the industry average. They're a sociable bunch who enjoy collaboration so it's important to be on the same page.
Ready to learn and grow? Send us a CV or a way of contacting you. We will be in touch. If you don't have a CV don't worry, we can come to that later, so just send us a way of contacting you. Everyone will receive a response.
Administrator / Trainee Paraplanner employer: Exchange Street Claims & Financial Services
Contact Detail:
Exchange Street Claims & Financial Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator / Trainee Paraplanner
✨Tip Number 1
Familiarise yourself with the financial planning industry, especially the role of a paraplanner. Understanding the basics will help you engage in meaningful conversations during interviews and show your genuine interest in the position.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend industry events or join online forums to connect with current paraplanners or administrators. This can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Demonstrate your eagerness to learn by researching the qualifications needed for paraplanning. Mentioning specific exams or certifications you plan to pursue can highlight your commitment to growth within the company.
✨Tip Number 4
Showcase your tech-savviness by mentioning any experience with systems like Intelliflo or similar platforms. Being comfortable with technology is crucial in this role, so emphasise your ability to adapt and learn new tools quickly.
We think you need these skills to ace Administrator / Trainee Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, especially any administrative roles or experience with financial planning systems like Intelliflo. Emphasise your conscientiousness, energy, and drive, as these traits are more important than extensive experience.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for learning and growing within the company. Mention your desire to progress from an administrator to a paraplanner and how you align with the firm's values of collaboration and support.
Highlight Your Technical Skills: In your application, be sure to mention any technical skills or familiarity with platforms and technology that will be beneficial in the role. This shows that you are prepared to handle the tools necessary for the job.
Follow Up: After submitting your application through our website, consider sending a polite follow-up email if you haven't heard back within a week or two. This demonstrates your interest in the position and keeps you on their radar.
How to prepare for a job interview at Exchange Street Claims & Financial Services
✨Show Your Enthusiasm for Learning
This role is all about growth and progression, so make sure to express your eagerness to learn and develop your skills. Share examples of how you've pursued learning opportunities in the past, whether through courses, self-study, or on-the-job experiences.
✨Familiarise Yourself with Relevant Technology
Since experience with systems like Intelliflo is important, take some time to research and understand how these platforms work. Being able to discuss your familiarity with such technology during the interview will demonstrate your readiness for the role.
✨Highlight Your Teamwork Skills
This firm values collaboration, so be prepared to discuss your experiences working in teams. Share specific examples of how you contributed to team success and how you can bring that collaborative spirit to their workplace.
✨Prepare Questions About Career Progression
Since the company emphasises career development, come prepared with thoughtful questions about the pathways available for advancement. This shows that you're serious about your future and interested in how you can grow within the firm.
