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: Great opportunities for career progression in a supportive environment.
- Why this job: Join a dynamic team and kickstart your career in financial advising.
- 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.
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.
Paraplanner (junior or senior) 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 strong focus on employee growth, a competitive salary of £30k - £45k, and the flexibility of hybrid working arrangements, this privately owned business offers a rewarding work culture that values ambition and innovation. Experience the satisfaction of working with a diverse clientele while being part of a team dedicated to excellence in financial advice.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner (junior or senior) in Thatcham
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Tailor your answers to show how your skills align with their mission. We want you to shine and show them why you're the perfect fit!
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family to build confidence. The more comfortable you are, the better you'll perform when it counts.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals ready to grow with us.
We think you need these skills to ace Paraplanner (junior or senior) in Thatcham
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 aligns with our values. We love seeing genuine enthusiasm for the role and the company.
Showcase Your Knowledge:If you've got experience in pensions, investments, or tax planning, make sure to mention it! We’re looking for candidates who can hit the ground running, so don’t hold back on sharing your expertise in these areas.
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 to join 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 their entrepreneurial environment.
✨Prepare Questions
Have a few thoughtful questions ready to ask the interviewers. This could be about their expansion plans or the team dynamics. It shows you're genuinely interested in the company and the role.
✨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 help make a great first impression and show that you take the opportunity seriously.
