Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support the paraplanning team and engage with high-net-worth clients.
- Company: A growing financial advisory firm in Preston with a focus on personal development.
- Benefits: Competitive salary up to £40,000, flexible working, generous holiday package, and Employee Assistance Programme.
- Why this job: Gain valuable training and work towards a level 4 qualification in a supportive environment.
- Qualifications: No prior experience required; enthusiasm for finance and learning is key.
- Other info: Enjoy a hybrid work model with opportunities for career advancement.
The predicted salary is between 24000 - 40000 £ per year.
A growing financial advisory firm in Preston seeks an administrator to support its paraplanning team. This role offers unique opportunities for training and advancement in a supportive environment focused on personal development.
You will engage with high-net-worth clients and receive comprehensive assistance as you work towards a level 4 qualification, enjoying flexible working options and a competitive salary of up to £40,000, alongside a generous holiday package and a comprehensive Employee Assistance Programme.
Paraplanner Trainee — Hybrid, Path to Level 4 in Preston employer: Exchange Street Claims ltd
Contact Detail:
Exchange Street Claims ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner Trainee — Hybrid, Path to Level 4 in Preston
✨Tip Number 1
Network like a pro! Reach out to people in the financial advisory field, especially those who work at firms you’re interested in. A friendly chat can open doors and give you insider info on what they’re looking for.
✨Tip Number 2
Prepare for interviews by researching the company and its values. We want to see that you’re genuinely interested in their mission and how you can contribute to their success. Tailor your answers to show you fit right in!
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family to build your confidence. The more you rehearse, the more natural you’ll feel when it’s time to shine in front of the real interviewers.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Paraplanner Trainee — Hybrid, Path to Level 4 in Preston
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Paraplanner Trainee role. Highlight any relevant administrative experience and your eagerness to learn about financial advisory.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about paraplanning and how you can contribute to our team. Share specific examples of your past experiences that demonstrate your commitment to personal development.
Showcase Your Communication Skills: Since you'll be engaging with high-net-worth clients, it's crucial to demonstrate your communication skills in your application. Use clear and concise language, and make sure to proofread for any errors.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of success. This way, we can easily track your application and ensure it reaches the right people in our team.
How to prepare for a job interview at Exchange Street Claims ltd
✨Know Your Stuff
Make sure you understand the basics of paraplanning and financial advisory. Brush up on key concepts, terminology, and the role's responsibilities. This will show your enthusiasm and readiness to learn.
✨Showcase Your Soft Skills
Since you'll be engaging with high-net-worth clients, highlight your communication and interpersonal skills. Prepare examples of how you've successfully interacted with clients or resolved conflicts in the past.
✨Ask Thoughtful Questions
Prepare a few insightful questions about the firm’s approach to paraplanning and client engagement. This demonstrates your genuine interest in the role and helps you assess if the company is the right fit for you.
✨Emphasise Your Growth Mindset
Talk about your eagerness to learn and develop professionally. Mention your commitment to achieving the Level 4 qualification and how you plan to leverage the training opportunities offered by the firm.
