At a Glance
- Tasks: Support financial advisers and gain experience in wealth management.
- Company: Reputable independent financial advice firm with ambitious growth plans.
- Benefits: Competitive salary, bonuses, hybrid working, and full training to become an adviser.
- Other info: Join a dynamic team and enjoy excellent career progression opportunities.
- Why this job: Kickstart your career in finance with a clear path to becoming a qualified adviser.
- Qualifications: Experience in admin/paraplanning and strong communication skills.
The predicted salary is between 30000 - 45000 € per year.
Definitive route to become adviser with full training and support. You will be signed off with CAS in good time.
Wealth Management Firm near Newbury. Basic salary £30k - £45k (depending on experience) plus bonuses. 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 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.
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/paraplanning in a wealth planning firm.
You will ideally have knowledge of a number of platforms such as Fidelity Aviva, Royal London, Prudential etc. and be adept at suitability report writing. Knowledge of cashcal would also be highly advantageous. You will have excellent communication skills, be polished and have aspirations to be a financial adviser in the future and get your Competent Adviser Status signed off.
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 in Thatcham employer: Financial Divisions
Join a dynamic and entrepreneurial wealth management firm near Newbury, where you will receive comprehensive training and support on your journey to becoming a financial adviser. With a competitive salary of £30k - £45k plus bonuses, and the flexibility of hybrid working once established, this privately owned business offers a collaborative work culture and ample opportunities for professional growth, making it an excellent choice for those seeking a meaningful career in financial services.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Thatcham
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in wealth management. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to paraplanning. We recommend role-playing with a friend or using online resources to boost your confidence and polish your responses.
✨Tip Number 3
Showcase your skills! Bring along examples of your suitability reports or any relevant projects to interviews. This will demonstrate your expertise and give you an edge over other candidates.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of great roles, including this Paraplanner position, and applying directly can sometimes get you noticed faster. Plus, we’re here to support you every step of the way!
We think you need these skills to ace Paraplanner in Thatcham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight any relevant experience in wealth management, especially if you've worked with platforms like Fidelity or Aviva. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about becoming a financial adviser and how our firm’s values resonate with you. We love seeing genuine enthusiasm and a clear understanding of the role.
Showcase Your Communication Skills:As a Paraplanner, communication is key. In your application, demonstrate your ability to convey complex information clearly. Whether it's through your writing style or examples of past experiences, we want to see that you can communicate effectively.
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 proactive and keen to join our 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 Aspirations
Since this role has a clear path to becoming an adviser, be ready to talk about your career goals. Share your plans for obtaining your Competent Adviser Status and how you see yourself growing within the company.
✨Polish Your Communication Skills
As a Paraplanner, you'll need to communicate effectively with both clients and advisers. Practice articulating your thoughts clearly and concisely, and be prepared to demonstrate your writing skills, especially in suitability report writing.
✨Be Ready for Hybrid Working
Understand the hybrid working model they offer. Be prepared to discuss how you can balance office work with remote work once you're established. This shows flexibility and readiness to adapt to their working culture.
