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- Tasks: Join as an administrator and learn to become a skilled paraplanner with mentorship.
- Company: A modern financial planning firm dedicated to nurturing and developing their staff.
- Benefits: Enjoy a salary of £30,000 - £40,000, hybrid working, and generous holiday.
- Why this job: Gain hands-on experience, build client relationships, and progress your career in a supportive environment.
- Qualifications: No extensive experience needed, just a willingness to learn and attention to detail.
- Other info: Everyone will receive a response, even without a CV!
The predicted salary is between 24000 - 32000 £ per year.
Glass ceilings might be metaphorical. But they still hurt. You are keen, capable, and ambitious. You know where you want to take your career and so does your employer. Trouble is they are unwilling or unable to help. You won’t face that at this firm.
This business has a track record of nurturing and developing their staff. The best example of that is you will 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 will 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 are 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 have it covered though. Salary is £30,000 - £40,000 depending on experience. Alongside that there’s:
- A discretionary bonus
- 8% pension contribution
- DIS (4x)
- PMI
- 25 days holiday
Along with progression, they treat their staff with respect. They trust you to do a good job wherever you are, so offer hybrid working. They will also support you with your exams.
The firm itself is a modern financial planning firm. They nurture their staff, continue to find ways to improve, and are happy to invest in their employees.
HERE'S WHAT YOU'LL NEED:
You will be an administrator within a financial planning practice. You don’t need 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.
Trainee Paraplanner employer: EXCHANGE STREET FINANCIAL SERVICES LIMITED
Contact Detail:
EXCHANGE STREET FINANCIAL SERVICES LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend relevant events or join online forums where you can connect with paraplanners and financial advisors. This will not only give you insights into the role but also help you build relationships that could lead to job opportunities.
✨Tip Number 2
Research the specific niche areas mentioned in the job description, such as personal injury and Court of Protection advice. Familiarising yourself with these topics will demonstrate your commitment to learning and your readiness to take on the role.
✨Tip Number 3
Prepare to discuss your teamwork skills during the interview. Since the role requires being a team player, think of examples from your past experiences where you successfully collaborated with others to achieve a common goal.
✨Tip Number 4
Show enthusiasm for continuous learning and professional development. Be ready to talk about how you plan to tackle your exams and what steps you’ll take to grow within the company. This aligns perfectly with the firm’s commitment to nurturing their staff.
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, especially the importance of attention to detail and teamwork.
Tailor Your CV: Craft your CV to highlight relevant experience, even if it's not extensive. Focus on any administrative roles or experiences that demonstrate your capability to learn and grow in a financial planning environment.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your ambition to develop as a paraplanner and how you align with their values of nurturing talent and building client relationships.
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 can help keep your application top of mind.
How to prepare for a job interview at EXCHANGE STREET FINANCIAL SERVICES LIMITED
✨Show Your Enthusiasm for Learning
As a Trainee Paraplanner, it's crucial to demonstrate your eagerness to learn and grow. Share examples of how you've pursued knowledge in the past, whether through courses, reading, or seeking mentorship.
✨Highlight Teamwork Skills
Since this role requires being a team player, be prepared to discuss your experiences working in teams. Emphasise your ability to collaborate effectively and support colleagues, especially in a financial planning context.
✨Prepare for Technical Questions
Brush up on your understanding of financial planning concepts, particularly personal injury and Court of Protection advice. Be ready to answer technical questions that may arise during the interview to showcase your foundational knowledge.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to training and development. This shows your genuine interest in the role and helps you understand how they can support your career aspirations.
