At a Glance
- Tasks: Support financial planners and assist with client onboarding and paraplanning tasks.
- Company: A friendly, owner-managed financial planning firm in rural Hampshire.
- Benefits: Up to £35,000 salary, full exam support, and a clear career progression pathway.
- Other info: Join a supportive team that genuinely invests in your development.
- Why this job: Gain exceptional training and build a long-term career in financial planning.
- Qualifications: Ambitious graduates or financial services administrators keen to learn.
The predicted salary is between 21000 - 35000 £ per year.
A well-established, boutique independent financial planning firm based in rural Hampshire is looking to recruit an Administrator / Trainee Paraplanner to join their friendly and professional team. This is an excellent opportunity for someone with a genuine interest in financial planning who is looking to build a long-term career within the industry, with full training, mentoring and exam support provided.
About the Business
This is a successful, owner-managed financial planning firm providing holistic, client-focused advice to individuals and families. The business prides itself on high standards, strong client relationships and delivering a truly personal service. With a small, close-knit team of around six staff, the firm offers a supportive, inclusive environment where employees are genuinely invested in and developed. They have an excellent reputation for training and progressing staff internally, with previous team members successfully advancing into Paraplanner and Chartered Financial Planner roles.
The Role
Working as part of the support team, this is a hands-on, varied position that will involve both general administration and entry-level paraplanning duties. You will work closely with the Managing Director, Financial Planners and clients on a daily basis. This role has been specifically designed as a development opportunity, with structured training from day one.
Key responsibilities will include:
- General financial planning and office administration
- Supporting Financial Planners with client onboarding and servicing
- Assisting with basic paraplanning tasks and report preparation
- Maintaining client records and liaising with providers
- Communicating with clients in a professional and friendly manner
Training & Development
Comprehensive 6-month training programme upon joining. Ongoing coaching, mentoring, and on-the-job learning. Full support to study towards the Diploma in Financial Planning (Level 4). Study support, exam fees covered, and study days provided. Clear, proven progression pathway into Paraplanning and Adviser roles.
Candidate Profile
This role would suit:
- A Financial Services Administrator looking to move into paraplanning
- A graduate with a strong interest in financial planning
You will be:
- Ambitious, motivated, and keen to learn
- Highly organised with strong attention to detail
- Comfortable working as part of a small, collaborative team
- Genuinely interested in developing a career within financial planning
Basic salary up to £35,000, depending on experience and qualifications.
Company benefits
Full exam and study support for professional qualifications. The offices are based in a rural location near Alton / Bordon, Hampshire. Due to the location, access to a car is likely to be beneficial.
Why Apply?
Receive exceptional training and long-term career support. Friendly, professional and supportive working environment. This is a rare opportunity to join a business that genuinely invests in its people and offers a clear, supported pathway into a professional financial planning career.
Seniority level: Associate
Employment type: Full-time
Job function: Sales, Customer Service, and Finance
Administrator / Trainee Paraplanner employer: mbf
Join a leading UK wealth management business in Leeds, where you will thrive in a dynamic and high-performing team dedicated to client success. With a clear pathway for career progression to Investment Manager within 1-2 years, alongside outstanding benefits such as a discretionary bonus, generous pension contributions, and private medical insurance, this role offers not just a job but a meaningful career in investment management. Embrace the opportunity to build strong professional relationships and contribute to impactful financial outcomes while enjoying a supportive work culture that prioritises your growth and well-being.
StudySmarter Expert Advice🤫
We think this is how you could land Administrator / Trainee Paraplanner
✨Tap into University Career Services
If you're a student or recent grad eyeing a trainee role in banking or financial services, your university career services are your secret weapon. They often have connections with firms, and can guide you to exclusive openings that aren't advertised widely, so make sure to get in touch!
✨Get Involved in Finance Societies
Joining finance-related societies or clubs at your university can seriously up your game. They often host networking events, guest speaker sessions, and workshops that can connect you directly with industry professionals and potential employers.
✨Show Your Passion Through Projects
Try working on finance-related projects or internships, even if they're unpaid. It shows your commitment and gives you something to discuss in interviews. Plus, if you've got a blog or a portfolio detailing your findings on market trends, that can really impress recruiters!
✨Use Our Website to Find Opportunities
We at StudySmarter recommend that you regularly check our website for trainee opportunities at leading companies like mbf. They often post openings directly there, so don't miss out on the chance to apply and show what you've got!
We think you need these skills to ace Administrator / Trainee Paraplanner
Some tips for your application 🫡
Show your numbers!:In banking and financial services, we love a bit of quantification. Be sure to highlight any relevant coursework, grades, or projects that showcase your analytical skills. If you've tackled math-heavy subjects or have experience with financial modelling, let that shine on your CV!
Tailor your application to finance:Don't just copy and paste a generic cover letter; weave in your passion for finance and share any relevant experiences or internships, no matter how small. Writing about your motivations and learning potential in relation to the role will help us see you fit in at mbf.
Certifications can set you apart:If you've got any finance-related certifications (think CFA Level 1, ACCA, or even online courses), make sure to include them! They show initiative and a commitment to your career in banking, which we really appreciate.
Proofread with a fine-tooth comb:In finance, attention to detail is crucial! Spam your application with typos or poor formatting, and we may flag you as 'not detail-oriented'. So, let’s double-check everything. A clear structure in your CV and cover letter will also help your application stand out. Remember, apply through our website!
How to prepare for a job interview at mbf
✨Brush Up on Your Financial Knowledge
Make sure you’re comfortable with financial concepts and terminology. The interview may dive into areas like risk assessment or investment strategies, so revisiting some core principles and current trends in the banking sector will really help us stand out at mbf.
✨Prepare for Case Studies
Expect to encounter case studies or hypothetical financial scenarios where you’ll need to demonstrate your analytical skills. Practising with examples can help us articulate our thought process clearly and show how we approach problem-solving specific to the banking and financial services sector.
✨Highlight Your Learning Agility
As a trainee, they’re looking for potential over experience. We should emphasise our willingness to learn and adapt. Be ready to discuss how we’ve taken on challenges in the past, showcasing our growth mindset and eagerness to dive into the banking world with both feet.
✨Showcase Your Interest in the Industry
Let your passion for banking shine through! Discuss any relevant coursework, internships, or even personal finance projects you’ve explored. This not only demonstrates our knowledge but also our genuine enthusiasm for a career in banking at mbf.
