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- Tasks: Join us as a Paraplanner/Trainee Adviser and support clients in achieving their financial goals.
- Company: Heritage Wealth Solutions is a friendly, established financial advice firm with a passion for client success.
- Benefits: Enjoy a competitive salary and the opportunity to work in a supportive team environment.
- Why this job: This role offers hands-on experience in finance and a chance to make a real impact on clients' lives.
- Qualifications: No specific qualifications required; just bring your enthusiasm and willingness to learn!
- Other info: Initially, at least 3 days will be office-based in Slaithwaite, near Huddersfield.
The predicted salary is between 28800 - 42000 £ per year.
Location: Slaithwaite, near Huddersfield Salary: Competitive (based on Experience) Working pattern: Full time, 5 days per week. Initially at least 3 to be office based. About Us: At Heritage Wealth Solutions, were a friendly long-established financial advice firm passionate about helping our clients to achieve their financial goals. Recently, weve restructured and moved our offices from near Leeds to the fabulous village of Slaithwaite in the Colne Valley. We pride ourselves on building strong, lasting relationships with our clients and delivering exceptional service. If youre looking to take the next step in your financial services career and share our commitment to excellence, wed love to hear from you. About the Role: We are looking for an ambitious Paraplanner/Trainee Adviser to join our team. This is a hybrid role combining technical paraplanning duties with the opportunity to develop into a client-facing advisory position. Youll work most closely with one of our advisers, providing technical and administrative support while gradually building the skills and knowledge needed to deliver financial advice independently. Key Responsibilities:
Paraplanner / Trainee Adviser employer: Heritage Wealth Solutions Careers
Contact Detail:
Heritage Wealth Solutions Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner / Trainee Adviser
✨Tip Number 1
Familiarize yourself with the financial services industry, especially in areas like investment planning and retirement strategies. This knowledge will help you stand out during conversations with our team.
✨Tip Number 2
Network with professionals in the financial advice sector. Attend local events or join online forums to connect with others who can provide insights into the role and potentially refer you to us.
✨Tip Number 3
Demonstrate your passion for helping clients achieve their financial goals. Think of examples from your past experiences where you've made a positive impact on someone's financial situation.
✨Tip Number 4
Research Heritage Wealth Solutions thoroughly. Understand our values, mission, and the services we offer so you can articulate how you align with our goals during the interview process.
We think you need these skills to ace Paraplanner / Trainee Adviser
Some tips for your application 🫡
Understand the Company: Take some time to learn about Heritage Wealth Solutions. Familiarize yourself with their values, mission, and the services they offer. This will help you tailor your application to align with their goals.
Highlight Relevant Experience: In your CV and cover letter, emphasize any experience or skills that are relevant to the role of Paraplanner or Trainee Adviser. This could include financial planning, client management, or any related qualifications.
Craft a Strong Cover Letter: Write a personalized cover letter that explains why you are interested in the position and how your background makes you a suitable candidate. Be sure to express your passion for helping clients achieve their financial goals.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Heritage Wealth Solutions Careers
✨Research the Company
Before your interview, take some time to learn about Heritage Wealth Solutions. Understand their values, services, and recent changes in the company. This will help you tailor your answers and show genuine interest.
✨Prepare for Common Questions
Think about common interview questions for a Paraplanner or Trainee Adviser role. Be ready to discuss your understanding of financial planning, client relationships, and how you can contribute to helping clients achieve their financial goals.
✨Showcase Your Skills
Highlight any relevant experience or skills that make you a great fit for the role. Whether it's analytical skills, attention to detail, or communication abilities, be prepared to provide examples from your past experiences.
✨Ask Insightful Questions
At the end of the interview, ask thoughtful questions about the company culture, team dynamics, and growth opportunities. This shows that you are engaged and serious about the position.
