Trainee Paraplanner

Trainee Paraplanner

Manchester Full-Time 22400 - 28000 £ / year (est.) No home office possible
I

At a Glance

  • Tasks: Join our team as a Trainee Paraplanner, supporting senior Paraplanners and Financial Advisers.
  • Company: We're a growing IFA firm in South Manchester, focused on career progression and support.
  • Benefits: Enjoy hybrid working, flexible hours, 25 days holiday, and free on-site parking.
  • Why this job: This role offers hands-on experience and clear pathways to advance your career in finance.
  • Qualifications: No prior Paraplanning experience needed; just a readiness to grow and learn.
  • Other info: Contact Georgia at Integro if you're ready to take the next step in your career!

The predicted salary is between 22400 - 28000 £ per year.

Trainee Paraplanner

£28-35K depending on experience and qualifications

South Manchester

Hybrid working

Are you frustrated with a lack of progression opportunities in your current company?

Do you feel like you are being promised growth and support but not receiving it?

If either of these resonate with you, this could be the opportunity you\’ve been waiting for.

A growing South Manchester based IFA firm is looking to expand their Admin / Trainee Paraplanning team, offering opportunities for experienced staff to advance to full Paraplanning roles.

Their preference is for candidates with little or no Paraplanning experience, but who are ready to take a step forward in their career as an IFA Admin.

This role involves working with senior Paraplanners and directly with Financial Advisers, providing hands-on experience, support, and training. The position will naturally progress into Paraplanning responsibilities without restrictions on your growth.

Benefits:

  • Hybrid working 3 days a week in the office
  • Flexible hours to accommodate school runs and avoid rush hour
  • Salary based on experience and qualifications (Diploma or RO exams)
  • 25 days holiday plus bank holidays, birthday off, and options to buy additional holidays
  • Free on-site parking

If you\’re interested in advancing your career and are currently an IFA Admin or Trainee Paraplanner, contact Georgia at Integro.

#J-18808-Ljbffr

Trainee Paraplanner employer: Integro Partners

Join a dynamic and supportive IFA firm in South Manchester, where your career growth is a priority. With a strong emphasis on employee development, flexible working hours, and a hybrid model, you will enjoy a work culture that values balance and progression. Benefit from hands-on training with experienced professionals, generous holiday allowances, and the opportunity to advance into full Paraplanning roles without limitations.
I

Contact Detail:

Integro Partners Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trainee Paraplanner

✨Tip Number 1

Network with professionals in the financial services industry, especially those who work as Paraplanners or Financial Advisers. Attend local finance-related events or join online forums to connect with potential colleagues and learn more about the role.

✨Tip Number 2

Research the company thoroughly before your interview. Understand their values, culture, and the specific services they offer. This will help you tailor your conversation and demonstrate your genuine interest in joining their team.

✨Tip Number 3

Prepare to discuss your career aspirations and how they align with the growth opportunities offered by the firm. Show that you are eager to learn and develop your skills in Paraplanning, which will make you a more attractive candidate.

✨Tip Number 4

Consider obtaining relevant qualifications, such as the Diploma in Regulated Financial Planning or RO exams, even if you have little experience. This demonstrates your commitment to the profession and can set you apart from other candidates.

We think you need these skills to ace Trainee Paraplanner

Understanding of Financial Products
Attention to Detail
Communication Skills
Organisational Skills
Analytical Skills
Time Management
Teamwork
Customer Service Skills
Basic Knowledge of Financial Regulations
Proficiency in Microsoft Office Suite
Adaptability
Problem-Solving Skills
Ability to Work Under Pressure
Learning Agility

Some tips for your application 🫡

Understand the Role: Read the job description carefully to understand the responsibilities and requirements of a Trainee Paraplanner. Tailor your application to highlight how your skills and experiences align with what the company is looking for.

Highlight Relevant Experience: Even if you have little or no Paraplanning experience, emphasise any relevant administrative or financial experience you have. Discuss how these experiences have prepared you for a role in paraplanning.

Craft a Compelling Cover Letter: Write a cover letter that expresses your enthusiasm for the role and the company. Mention why you are interested in advancing your career in this field and how you can contribute to the team.

Proofread Your Application: Before submitting your application, make sure to proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial sector.

How to prepare for a job interview at Integro Partners

✨Understand the Role

Make sure you have a clear understanding of what a Trainee Paraplanner does. Familiarise yourself with the responsibilities and how they fit into the wider financial advisory process. This will help you articulate your interest and suitability for the role.

✨Show Your Willingness to Learn

Since the firm is looking for candidates with little or no Paraplanning experience, emphasise your eagerness to learn and grow. Share examples of how you've quickly adapted to new roles or acquired new skills in the past.

✨Prepare Questions

Have a list of thoughtful questions ready to ask during the interview. This shows your genuine interest in the company and the role. You might ask about the training process, opportunities for progression, or the team dynamics.

✨Highlight Relevant Experience

Even if you don't have direct Paraplanning experience, think about any relevant skills or experiences from previous roles that could apply. This could include administrative tasks, customer service, or any financial knowledge you possess.

I
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>