Trainee / Junior Paraplanner

Trainee / Junior Paraplanner

Wetherby Trainee 24000 - 32000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Join as an administrator and learn to become a skilled paraplanner with mentorship.
  • Company: Modern financial planning firm dedicated to nurturing talent and career growth.
  • Benefits: Salary between Β£30,000 - Β£40,000, hybrid working, bonuses, and 25 days holiday.
  • Why this job: Gain hands-on experience and support for your exams while building client relationships.
  • Qualifications: No extensive experience needed, just a willingness to learn and attention to detail.
  • Other info: Everyone receives a response; apply even without a CV!

The predicted salary is between 24000 - 32000 Β£ per year.

Overview Glass ceilings might be metaphorical. But they still hurt. You\\\’re keen. Capable. Ambitious. You know where you want to take your career and so does your employer. Trouble is they\\\’re unwilling or unable to help. Bump. You won\\\’t face that at this firm. This business is one with a track record of nurturing and developing their staff. The best example of that is you\\\’ll join a team alongside a paraplanner who joined the firm as an administrator and someone who joined as a trainee IFA. Two people who will act as mentors to you.As for the job you\\\’ll join as an administrator. But you will learn and develop new skills as a paraplanner, guided by your mentors and a senior planner. That means technical advancement. Powering through your exams. And first hand exposure to how to build brilliant client relationships. As for your future? Well you might want to be the best paraplanner you can be. They can help you get there. Want to be a financial planner? They can do that too. They\\\’re a business that wants to develop their own planners, not hire externally, after all. And that person could be you.It\\\’s not just learning and development where they\\\’ve got it covered though. Salary is Β£30,000 – Β£40,000 depending on experience. Alongside that there\\\’s:A discretionary bonus8% pension contributionDIS (4x)PMI25 days holidayAlong with progression they treat their staff with respect. They trust you to do a good job wherever you are, so offer hybrid working. They\\\’ll also support you with your exams.The firm itself is a modern financial planning firm. We\\\’ve worked with them before and they nurture their staff, continue to find ways to improve and are happy to invest in their employees.Qualifications Ready to go to the next stage of your career? You\\\’ll be an administrator within a financial planning practice. You don\\\’t need years and years of experience, just a good grounding. You will have the capability to pass exams and have the capacity to learn about a niche area – personal injury/Court of Protection advice. As a small business/team you will need to be a team player and given the specialist advice will have great attention to detail.—————————————————————————————–Ready to go to the next stage of your career? Click apply.If you don\\\’t have a CV don\\\’t worry we can come to that later. Just send us a way of contacting you. Everyone will receive a response.

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Trainee / Junior Paraplanner employer: Exchange Street Claims ltd

This firm stands out as an exceptional employer, dedicated to nurturing talent and fostering career growth within the financial planning sector. With a supportive work culture that prioritises mentorship and professional development, employees are empowered to advance their skills and achieve their career aspirations, all while enjoying competitive benefits such as a generous pension contribution, hybrid working options, and a discretionary bonus. Located in a modern environment, this company not only values its staff but actively invests in their future success.
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Contact Detail:

Exchange Street Claims ltd Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Trainee / Junior Paraplanner

✨Tip Number 1

Network like a pro! Reach out to people in the industry, especially those who work at the firm you're eyeing. A friendly chat can give you insider info and maybe even a referral!

✨Tip Number 2

Prepare for the interview by researching the company culture and values. Show them you’re not just keen but also a great fit for their team. We want to see your personality shine through!

✨Tip Number 3

Practice common interview questions with a mate or in front of the mirror. The more comfortable you are, the better you'll come across. Remember, confidence is key!

✨Tip Number 4

Don’t forget to follow up after your interview! A quick thank-you email can keep you fresh in their minds. Plus, it shows you’re genuinely interested in the role. And hey, apply through our website for a smoother process!

We think you need these skills to ace Trainee / Junior Paraplanner

Attention to Detail
Team Player
Learning Agility
Client Relationship Building
Technical Aptitude
Exam Preparation Capability
Adaptability
Understanding of Financial Planning

Some tips for your application 🫑

Show Your Enthusiasm: When writing your application, let your passion shine through! We want to see how keen and ambitious you are about joining our team. Share your career goals and how this role fits into your journey.

Tailor Your Application: Make sure to customise your application for the Trainee/Junior Paraplanner role. Highlight any relevant experience or skills that align with what we’re looking for. This shows us you’ve done your homework and are genuinely interested.

Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and fluff. Just tell us who you are, what you can bring to the table, and why you want to work with us.

Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it makes the process smoother for everyone involved.

How to prepare for a job interview at Exchange Street Claims ltd

✨Know Your Stuff

Make sure you understand the basics of financial planning and paraplanning. Brush up on key concepts, especially around personal injury and Court of Protection advice. This will show your enthusiasm and readiness to learn.

✨Show Your Ambition

During the interview, express your career goals clearly. Let them know you’re keen to develop into a top-notch paraplanner or even a financial planner. They want to see that you’re not just looking for a job, but a long-term career.

✨Ask Smart Questions

Prepare thoughtful questions about the mentorship opportunities and the firm’s approach to staff development. This shows you’re serious about growing with the company and value their commitment to nurturing talent.

✨Be a Team Player

Highlight your ability to work well in a team. Share examples from past experiences where you collaborated effectively. Since this role involves working closely with mentors and colleagues, demonstrating your teamwork skills is crucial.

Trainee / Junior Paraplanner
Exchange Street Claims ltd
Location: Wetherby
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