At a Glance
- Tasks: Support financial advisers and manage client portfolios with expert guidance.
- Company: Reputable wealth management firm with ambitious growth plans.
- Benefits: Competitive salary, hybrid working, and a rewarding bonus structure.
- Other info: Join a dynamic team serving high-net-worth clients and enjoy excellent career progression.
- Why this job: Kickstart your career in finance with full training and a clear path to becoming an adviser.
- Qualifications: Experience in financial administration or studying for relevant exams.
The predicted salary is between 30000 - 45000 £ per year.
Paraplanner or progressive financial administrator route to adviser with full training and support.
Wealth Management Firm near Newbury. Basic salary £30k - £45k (depending on experience). Hybrid working is available once up and running.
My client is an independent financial advice business in Berkshire who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Berkshire and Wiltshire.
The business has a team of highly experienced Advisers working with 200+ HNW retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £200k - multiple millions.
The business is privately owned and has very ambitious plans to expand and grow organically, so if you're looking to join an entrepreneurial and forward-thinking business then this will be the right career move for you.
The Managing Director is creating a brand-new role within the business for a Paraplanner with a definitive route to being an adviser, or they will consider a very progressive administrator who is studying for their exams.
They are open to recruiting a junior candidate or an experienced individual who is well versed on end-to-end admin in a wealth planning firm. You will ideally have knowledge of a number of platforms such as Fidelity, Aviva, Royal London, Prudential etc.
A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer between £30k - £45k basic salary depending on your experience levels.
They would like someone to be office-based to begin with but then you can WFH a few days per week once you are established.
If this role sounds of interest or any other roles I am working on please get in touch. For more details please contact Peter Fozard at Financial Divisions.
Paraplanner (junior or senior) employer: Financial Divisions
Join a dynamic and entrepreneurial wealth management firm in Berkshire, where you will receive comprehensive training and support on your journey to becoming a financial adviser. With a strong focus on employee growth, a competitive salary of £30k - £45k, and the flexibility of hybrid working arrangements, this is an excellent opportunity for both junior and experienced paraplanners to thrive in a supportive and ambitious environment.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner (junior or senior)
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who might know about paraplanning roles. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of platforms like Fidelity and Aviva. Show us you’re not just a candidate, but someone who’s genuinely interested in the industry and ready to hit the ground running.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got loads of roles that might be perfect for you, and applying directly helps us get your application in front of the right people faster. Let’s get you that dream job!
We think you need these skills to ace Paraplanner (junior or senior)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Paraplanner role. Highlight any relevant financial administration experience and knowledge of platforms like Fidelity or Aviva. We want to see how you fit into our ambitious plans!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're excited about joining our team and how your background prepares you for this role. We love seeing genuine enthusiasm and a clear understanding of what we do.
Showcase Your Learning Mindset:Whether you're a junior candidate or an experienced pro, let us know about your commitment to continuous learning. If you're studying for exams or have plans to further your qualifications, we want to hear about it!
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 the role. Plus, it shows you’re keen on joining our entrepreneurial team!
How to prepare for a job interview at Financial Divisions
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products and platforms like Fidelity, Aviva, and Royal London. Being able to discuss these confidently will show that you're serious about the role and understand the industry.
✨Show Your Ambition
Since this position offers a route to becoming an adviser, express your long-term career goals during the interview. Let them know how eager you are to learn and grow within the company, as they value entrepreneurial spirit.
✨Prepare Questions
Have a few thoughtful questions ready to ask the interviewers. This could be about their expansion plans or the training support they provide. It shows you're engaged and genuinely interested in the role and the company.
✨Dress the Part
Even if the company has a relaxed dress code, it's best to err on the side of professionalism for your interview. A smart outfit can make a great first impression and show that you take the opportunity seriously.
