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- Tasks: Join as a Trainee Paraplanner, supporting financial planners and developing your skills.
- Company: A dynamic Chartered Accountancy firm focused on nurturing talent and growth.
- Benefits: Enjoy flexible working hours, generous holiday, and a supportive management structure.
- Why this job: Be part of a culture that values your voice and encourages professional development.
- Qualifications: Experience in financial administration and eagerness to pursue Level 4 qualification required.
- Other info: No need for prior IFA experience; training and mentorship provided.
The predicted salary is between 24000 - 40000 £ per year.
Ouch. Glass ceilings hurt.
You\’re ambitious and want to keep improving. But where you are there\’s no training, no advancement and no learning.
You won\’t face those problems here.
This is a company that grows and nurtures its own. A look at the profiles of its planners (including directors and partners) is testament to that.
Part of a wider Chartered Accountancy business, a recent merger has led to a review of the paraplanning team. As financial planner numbers grow, so does the need for paraplanners and that\’s where you come in.
When you join you\’ll have support whichever way you turn. You\’ll not only have a manager but you\’ll get a mentor and buddies from different teams.
And if you see your future as a financial planner they can support that too. That is a long way off there, but that will give you time to get your diploma and ramp up your technical skills.
Because this is a firm that deals with HNW individuals and businesses with complex needs. They have specialist planners in areas like the medical sector. They get referrals from the tax and corporate finance teams. Your day to day work will be far from run of the mill.
There are other nice touches too.
Your voice will be heard. They\’ve changed the structure of the team to ensure a positive dynamic between paraplanners and planners. You\’re encouraged to challenge the advisers if you believe there\’s a better solution. They\’re not put on pedestals.
And that culture comes from the top down. This is a business where team representatives have regular meetings with Managing Partners. These meetings are a safe space for people to discuss issues and resolve them.
How many businesses offer that?
The package is on the healthy side with a starting salary of up to £40,000.
There\’s also:
o Agile/Hybrid Working:Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working days
o 25 days holidayPLUS bank holidays, PLUS the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days)
o Employee recognition awards
o New and improved programmefor succession planning and supportive management structure to help you realise your potential
o Employee Assistance Programme:Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family
HERE\’S WHAT YOU\’LL NEED:
You\’ll have experience as an administrator within financial and either on the way to level 4 qualification or eager to start.
You don\’t need to come from an IFA background as you\’re joining a firm that\’s all about training and development – an expert you will become.
IO experience would be good but is not a pre-requisite.
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Learning and development, progression and an excellent package combined with agile working. What\’s not to like?
Want to know more? Click apply and we will be in touch.
Don\’t worry if you don\’t have an up to date CV, we can come to that later. Just send us a way of contacting you.
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
Research the company culture and values before your interview. Understanding their commitment to training and development will help you articulate how you align with their goals and how you can contribute to their team.
✨Tip Number 2
Network with current or former employees on platforms like LinkedIn. They can provide insights into the role and the team dynamics, which can be invaluable during your discussions with the hiring managers.
✨Tip Number 3
Prepare specific examples from your past experience that demonstrate your ability to work collaboratively and challenge ideas constructively. This aligns with the company's emphasis on a positive dynamic between paraplanners and planners.
✨Tip Number 4
Be ready to discuss your long-term career aspirations in financial planning. Showing your eagerness to grow within the company and take advantage of their support for professional development can set you apart from other candidates.
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 Trainee Paraplanner role. Familiarise yourself with the responsibilities and skills required, as well as the company culture that promotes growth and support.
Tailor Your CV: Craft your CV to highlight relevant experience in administration within financial services. Emphasise any qualifications or eagerness to pursue Level 4 qualifications, showcasing your commitment to learning and development.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company's supportive environment. Mention how your background aligns with their needs and your desire to grow into a financial planner.
Follow Up: After submitting your application, consider sending a polite follow-up email if you haven't heard back within a week or two. This shows your genuine interest in the position and keeps you on their radar.
How to prepare for a job interview at Exchange Street Claims ltd
✨Show Your Ambition
This role is all about growth and development, so make sure to express your ambition during the interview. Talk about your desire to learn and improve, and how you see yourself progressing within the company.
✨Demonstrate Your Team Spirit
Since the company values collaboration and communication, be prepared to discuss examples of how you've worked effectively in a team. Highlight any experiences where you've challenged ideas or contributed to a positive team dynamic.
✨Understand the Role of a Paraplanner
Familiarise yourself with what a paraplanner does, especially in relation to high-net-worth individuals and complex financial needs. Be ready to discuss how your skills and experiences align with these responsibilities.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in the company's culture and training opportunities. Inquire about the mentorship programme and how they support career progression, as this will demonstrate your eagerness to grow within the firm.
