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- Tasks: Support financial advisors, onboard clients, and manage administrative duties.
- Company: Join a dynamic boutique financial planning firm in Hertfordshire.
- Benefits: Enjoy hybrid work, career progression, training, and mentoring opportunities.
- Why this job: Perfect for those passionate about finance and eager to grow into a Trainee Advisor role.
- Qualifications: Ideal candidates have IFA admin/paraplanning experience and aim to complete Level 4 with CII.
- Other info: Opportunity to stay as a paraplanner or transition to a trainee advisor later.
The predicted salary is between 24000 - 36000 £ per year.
We are partnering with a boutique financial planning firm located just west of Hertfordshire. As a growing and dynamic practice, they are seeking an ambitious individual with knowledge of financial planning, who is currently a paraplanner but wants to progress into a Trainee Advisor position. Our client is looking for someone to paraplan for them for at least a year, learn the business and how they do things, meet clients, etc., and then take that knowledge to become a trainee advisor and be handed some of the client book to build.
This well-established firm is committed to fostering talent from within and offers a development pathway, training, client-facing experience, and mentoring. This is an outstanding opportunity for someone passionate about building a long-term career as a Financial Advisor.
Duties will include but are not limited to:
- Onboarding new clients and supporting in servicing existing clients
- Supporting a financial advisor in client meetings
- Sending out letters of authority
- Liaising with product providers
- Working closely with the administrator
- General administration duties as and when needed
The ideal candidate will have an IFA admin/paraplanning background and a desire to complete their level 4 with the CII and progress into a trainee advisor role. However, if someone wanted to stay a career paraplanner, our client would consider having a conversation and look at hiring a trainee advisor at a later date.
Paraplanner /Trainee Advisor employer: Fram Search
Contact Detail:
Fram Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner /Trainee Advisor
✨Tip Number 1
Network with professionals in the financial planning industry. Attend local events or join online forums where you can connect with current paraplanners and advisors. This can give you insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the specific financial planning tools and software used by the firm. If you can demonstrate your proficiency in these tools during interviews, it will show your commitment and readiness for the role.
✨Tip Number 3
Research the firm’s values and culture. Tailor your conversations to reflect how your personal values align with theirs. This can help you stand out as a candidate who is not only qualified but also a good fit for their team.
✨Tip Number 4
Prepare thoughtful questions about the firm's approach to client relationships and development opportunities. This shows your genuine interest in growing within the company and can leave a positive impression on the interviewers.
We think you need these skills to ace Paraplanner /Trainee Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and paraplanning. Emphasise any relevant qualifications, particularly if you are close to completing Level 4 with the CII.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your desire to grow within the firm. Mention specific skills or experiences that align with the duties listed in the job description.
Showcase Your Knowledge: In your application, demonstrate your understanding of the financial planning process and how you can contribute to the firm's success. Use examples from your past experience to illustrate your capabilities.
Follow Up: After submitting your application through our website, consider sending a polite follow-up email after a week or two. This shows your enthusiasm for the position and keeps you on their radar.
How to prepare for a job interview at Fram Search
✨Show Your Financial Knowledge
Make sure to brush up on your financial planning knowledge before the interview. Be prepared to discuss key concepts and demonstrate your understanding of the role of a paraplanner and how it transitions into a trainee advisor position.
✨Highlight Your Ambition
Since the firm is looking for someone ambitious, express your career goals clearly. Talk about your desire to progress into a trainee advisor role and how you plan to achieve that within their company.
✨Prepare Questions for Them
Interviews are a two-way street. Prepare insightful questions about their mentoring process, training opportunities, and what success looks like in the paraplanner role. This shows your genuine interest in the position and the company.
✨Demonstrate Teamwork Skills
As the role involves working closely with financial advisors and administrators, be ready to share examples of how you've successfully collaborated in previous roles. Highlighting your ability to work as part of a team will resonate well with them.
