At a Glance
- Tasks: Support financial advisers and manage client portfolios in a dynamic wealth management environment.
- Company: Reputable independent financial advice firm with ambitious growth plans.
- Benefits: Competitive salary, hybrid working options, and a rewarding bonus structure.
- Other info: Join a forward-thinking team and enjoy excellent career progression opportunities.
- Why this job: Kickstart your career 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.
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 to Adviser: Hybrid Wealth Management in Thatcham employer: Financial Divisions
Join a dynamic and ambitious wealth management firm in Berkshire, where you will receive comprehensive training and support on your journey from Paraplanner to Adviser. With a strong focus on employee growth, a competitive salary, and a flexible hybrid working model, this privately owned business fosters a collaborative and entrepreneurial culture that empowers you to thrive in your career while serving a diverse clientele of high-net-worth individuals.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner to Adviser: Hybrid Wealth Management in Thatcham
✨Tip Number 1
Network like a pro! Reach out to people in the wealth management industry, especially those who work at firms you’re interested in. A friendly chat can open doors and give you insider info that could help you stand out.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute to their growth.
✨Tip Number 3
Practice your pitch! Be ready to explain why you want to transition from a Paraplanner to an Adviser. Highlight your skills and how they align with the firm’s goals, especially in areas like pensions and investments.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Paraplanner to Adviser: Hybrid Wealth Management 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 this opportunity and how your background prepares you for a route to adviser. We love seeing genuine enthusiasm and a clear connection to our values.
Showcase Your Learning Mindset:If you're a progressive administrator studying for exams, let us know! We value candidates who are eager to learn and grow. Share your study journey and how it aligns with your career goals in wealth management.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates. Plus, we love seeing applications come in through our own channels!
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 services, especially those mentioned in the job description like pensions, investments, and tax planning. Being able to discuss these topics confidently will show that you're serious about the role.
✨Show Your Progression
If you're coming from a financial administration background, be ready to talk about how you've progressed in your career. Highlight any relevant qualifications or exams you're studying for, as this shows your commitment to becoming an adviser.
✨Understand the Company Culture
Research the wealth management firm and understand their values and goals. Since they’re looking for someone entrepreneurial and forward-thinking, think of examples from your past experiences that align with this culture.
✨Ask Smart Questions
Prepare thoughtful questions to ask during the interview. Inquire about the training and support they offer for transitioning from a paraplanner to an adviser. This not only shows your interest but also helps you gauge if the company is the right fit for you.
