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- Tasks: Support financial advisers and gain hands-on experience in paraplanning.
- Company: Friendly financial planning firm with over 45 years of history.
- Benefits: Salary up to £40,000, health cash plan, and increasing holiday days.
- Why this job: Build a long-term career in a supportive and professional environment.
- Qualifications: Experience in IFA admin or trainee paraplanner and Level 4 Diploma in Financial Planning.
- Other info: Strong commitment to training and clear progression routes.
The predicted salary is between 24000 - 33600 £ per year.
Location: Welwyn Garden City
Salary: £30,000 - £40,000
Type: Permanent
Workplace: On-site
A well-established, friendly financial planning firm based in Welwyn Garden City, with over 45 years history and a team of 15 staff is looking to hire. Due to continued growth, we are recruiting for a Trainee Paraplanner to join our team. This is an excellent opportunity for someone looking to build a long-term career in paraplanning within a supportive, professional environment. You will work closely with the existing Advisers, Senior Paraplanner, and a hybrid Paraplanner/Adviser, gaining hands-on experience and structured development.
Benefits:
- Salary up to £40,000
- 9:00am – 5:30pm Office-based
- Pension
- Death in Service (DIS)
- Health cash plan
- 22 days holiday increasing by 1 day per year up to 25 days, plus bank holidays
- Full encouragement and support towards Chartered status
Why Join?
- Established firm with long-term stability
- Supportive, close-knit team environment
- Clear development and progression route
- Strong commitment to training and professional growth
To be considered for this trainee Paraplanner position:
- Proven experience as an IFA admin/ trainee paraplanner within an IFA / financial planning firm
- Level 4 Diploma in Financial Planning or working towards it
- Technical knowledge across pensions, investments and protection
Apply today to be considered. A specialist consultant will be in touch to discuss the role in confidence.
Know someone suitable? Refer them and receive £200 if we help them secure a new role.
Trainee Paraplanner in Welwyn Garden City employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner in Welwyn Garden City
✨Tip Number 1
Network like a pro! Reach out to people in the financial planning industry, especially those who work at firms you admire. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Show them you’re not just another candidate; you’re genuinely interested in their mission and values. Tailor your answers to reflect how you fit into their team.
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family to get comfortable with common questions. The more you rehearse, the more confident you'll feel when it’s time to shine in front of the real interviewers.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Trainee Paraplanner in Welwyn Garden City
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trainee Paraplanner role. Highlight any relevant experience in financial planning or IFA admin, and don’t forget to mention your Level 4 Diploma if you have it or are working towards it!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about paraplanning and how you can contribute to our friendly team. Keep it professional but let your personality show through.
Showcase Your Technical Knowledge: Since this role involves technical knowledge across pensions, investments, and protection, make sure to include any relevant skills or experiences that demonstrate your understanding of these areas. We love seeing candidates who are eager to learn!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be one step closer to joining our supportive team in Welwyn Garden City!
How to prepare for a job interview at Heat Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge about pensions, investments, and protection. Familiarise yourself with the latest trends in financial planning, as this will show your potential employer that you're genuinely interested and ready to contribute.
✨Showcase Your Experience
Be prepared to discuss your previous experience as an IFA admin or trainee paraplanner. Think of specific examples where you've demonstrated your skills and how they relate to the role. This will help you stand out and show that you’re a good fit for their team.
✨Ask Smart Questions
Prepare some thoughtful questions to ask during the interview. Inquire about the firm's approach to training and professional growth, or ask about the team dynamics. This not only shows your interest but also helps you gauge if the company is the right fit for you.
✨Be Yourself
While it's important to be professional, don’t forget to let your personality shine through. The firm values a supportive and friendly environment, so being genuine can help you connect with the interviewers and demonstrate that you’d fit well within their close-knit team.
