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- 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 hybrid working, and generous holiday package.
- Why this job: Gain valuable experience while working towards a level 4 qualification in a supportive environment.
- Qualifications: No prior experience required; just a passion for finance and helping clients.
- Other info: Enjoy a comprehensive Employee Assistance Programme and excellent career advancement opportunities.
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'll engage with high-net-worth clients and receive comprehensive assistance as you work towards a level 4 qualification.
The position includes flexible hybrid working options, a competitive salary of up to £40,000, and various employee benefits, including a generous holiday package and a comprehensive Employee Assistance Programme.
Paraplanner Trainee: Mentored Path to Qualified Planner 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: Mentored Path to Qualified Planner 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 look for in a candidate.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them you’re not just another applicant; you’re genuinely interested in their mission and how you can contribute to their success.
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. We want you to sound confident and authentic, so don’t just memorise answers—make them your own!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Paraplanner Trainee: Mentored Path to Qualified Planner 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 planning.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about becoming a qualified planner. Share your motivation for joining our supportive environment and how you plan to engage with high-net-worth clients.
Showcase Your Soft Skills: In your application, don’t forget to mention your communication and organisational skills. These are crucial in supporting our paraplanning team and working effectively with clients.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity!
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
As you'll be engaging with high-net-worth clients, highlight your communication and interpersonal skills. Prepare examples of how you've successfully worked in a team or resolved conflicts, as these are crucial in a supportive environment.
✨Ask Thoughtful Questions
Prepare some insightful questions about the firm's approach to training and personal development. This not only shows your interest but also helps you gauge if the company culture aligns with your career goals.
✨Dress for Success
Even if the firm offers flexible hybrid working, it's important to make a good first impression. Dress smartly for the interview to convey professionalism and respect for the opportunity.
