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
✨Tip Number 1
Network like a pro! Reach out to people in the financial planning industry, attend local events, and connect with professionals on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show genuine interest in their approach to financial planning and be ready to discuss how your skills align with their needs. We want to see your passion shine through!
✨Tip Number 3
Practice common interview questions with a friend or in front of a mirror. This will help you articulate your thoughts clearly and confidently. Remember, we’re looking for someone who can communicate effectively with clients and the team.
✨Tip Number 4
Don’t forget to follow up after your interview! A simple thank-you email can leave a lasting impression and show your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace Administrator / Trainee Paraplanner
Some tips for your application 🫡
Show Your Passion for Financial Planning:When writing your application, let us know why you're genuinely interested in financial planning. Share any relevant experiences or aspirations that highlight your enthusiasm for the industry.
Tailor Your CV and Cover Letter:Make sure to customise your CV and cover letter for this role. Highlight your organisational skills and attention to detail, as these are key traits we're looking for in our next Administrator / Trainee Paraplanner.
Be Professional Yet Friendly:Remember, we value a friendly approach! While maintaining professionalism, let your personality shine through in your application. We want to see how you would fit into our close-knit team.
Apply Through Our Website:To make sure your application gets to us directly, apply through our website. It’s the best way to ensure we see your application and can get back to you quickly!
How to prepare for a job interview at mbf
✨Know Your Stuff
Before the interview, make sure you understand the basics of financial planning and the role of a paraplanner. Brush up on key terms and concepts so you can speak confidently about them during your chat.
✨Show Your Interest
Express your genuine interest in financial planning. Share any relevant experiences or studies that have sparked your passion for this field. This will help you stand out as someone who is truly motivated to grow in this career.
✨Ask Smart Questions
Prepare thoughtful questions to ask your interviewers. Inquire about the training programme, the team dynamics, or how they support career progression. This shows you're engaged and serious about the opportunity.
✨Be Yourself
The firm values a friendly and professional environment, so let your personality shine through. Be authentic and approachable, as they’re looking for someone who fits well within their close-knit team.
