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- Tasks: Support planners, liaise with clients, research products, and write suitability reports.
- Company: Join a successful IFA business focused on staff development and modernisation.
- Benefits: Enjoy a competitive salary, pension scheme, health support, training, and mentorship.
- Why this job: Be part of a nurturing culture that values your voice and offers growth opportunities.
- Qualifications: Experience as a financial planning administrator and progress in exams required.
- Other info: No CV needed—just send your contact details to apply!
The predicted salary is between 21000 - 35000 £ per year.
This IFA business is evolving. Instead of selling to a consolidator, they are keeping succession planning in-house, ensuring stability, modernization, and opportunities for staff development.
It is already a successful, profitable company that has recognized the need for investment, including potential acquisitions and staff development.
They have several vacancies within their team, which boasts high retention rates, reflecting a culture of nurturing, trust, empowerment, and fair rewards.
The company offers structured onboarding, regular reviews with two-way feedback, ongoing training, exams, and mentorship.
Currently, they are recruiting Trainee Paraplanners, with support and progression opportunities to move into a Paraplanning role upon qualification.
Responsibilities include supporting planners and paraplanners, liaising with clients and providers, researching products, and writing suitability reports.
The position offers a starting salary of up to £35,000, depending on experience and qualifications, along with benefits such as:
- Company pension scheme with enhanced contributions
- Employee Assistance Programme – Health Assured, providing confidential support and counseling
- Full training with a designated mentor
- Free Eye Test Vouchers
- Discretionary Company Sick Pay
This evolving business fosters a culture of humility and drive for excellence, where your voice will be valued.
Requirements include experience as a financial planning administrator and some progress in exams.
Interested? Click apply to get in touch. No CV? No problem—just send your contact details, and we can discuss later. Everyone will receive a response.
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Trainee Paraplanner employer: Exchange Street Claims ltd
Contact Detail:
Exchange Street Claims ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner
✨Tip Number 1
Familiarise yourself with the financial planning industry and current trends. This will not only help you in interviews but also show your genuine interest in the role of a Trainee Paraplanner.
✨Tip Number 2
Network with professionals in the financial services sector. Attend industry events or join online forums to connect with current paraplanners or financial advisors who can provide insights and possibly refer you to opportunities.
✨Tip Number 3
Prepare thoughtful questions about the company's culture and development opportunities during your interview. This demonstrates your enthusiasm for growth and aligns with their focus on staff development.
✨Tip Number 4
Showcase any relevant experience or skills that align with the responsibilities of the role, such as research abilities or client communication. Tailor your discussions to highlight how you can support planners and paraplanners effectively.
We think you need these skills to ace Trainee Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Trainee Paraplanner. Familiarise yourself with tasks such as supporting planners, liaising with clients, and writing suitability reports.
Tailor Your CV: Highlight your experience as a financial planning administrator and any relevant qualifications or progress in exams. Make sure to emphasise skills that align with the company's culture of nurturing and empowerment.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your desire to grow within the company. Mention how you resonate with their values of humility and drive for excellence.
Follow Up: After submitting your application, consider sending a polite follow-up email to express your continued interest in the position. This shows initiative and enthusiasm for the role.
How to prepare for a job interview at Exchange Street Claims ltd
✨Understand the Company Culture
Before your interview, take some time to research the company's culture. They value nurturing, trust, and empowerment, so be prepared to discuss how you align with these values and how you can contribute to their supportive environment.
✨Showcase Your Financial Knowledge
As a Trainee Paraplanner, you'll need a solid understanding of financial planning. Brush up on your knowledge of products and suitability reports, and be ready to discuss any relevant experience or exams you've completed in this area.
✨Prepare Questions for Your Interviewers
Demonstrate your interest in the role by preparing thoughtful questions about the company's succession planning, training opportunities, and mentorship programmes. This shows that you're not just looking for a job, but are genuinely interested in growing with the company.
✨Highlight Your Teamwork Skills
Since the role involves supporting planners and liaising with clients, emphasise your ability to work collaboratively. Share examples from your past experiences where you successfully worked as part of a team to achieve a common goal.
