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- Tasks: Shadow the Director, attend client meetings, and develop client-facing skills.
- Company: Boutique financial planning practice in Bourton-on-the-Water.
- Benefits: Competitive salary up to £50,000, performance bonuses, and support for CII qualifications.
- Why this job: Kickstart your financial advisory career in a supportive team environment.
- Qualifications: Ambition and a desire to progress in financial planning.
- Other info: Great opportunity for personal and professional growth.
The predicted salary is between 36000 - 60000 £ per year.
A boutique financial planning practice in Bourton-on-the-Water is seeking a Paraplanner/Trainee Financial Planner. This role offers the chance to shadow the Director, attend client meetings, and build your client-facing skills.
The firm provides a competitive salary up to £50,000 with performance-related bonuses, as well as full support for CII qualifications. This is an excellent opportunity for someone ambitious who wants to progress in their financial advisory career within a supportive team environment.
Paraplanner to Financial Adviser: Mentored Growth Path employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner to Financial Adviser: Mentored Growth Path
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning field, especially those who work at boutique firms. Attend industry events or local meetups to make connections that could lead to job opportunities.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios you might face as a Paraplanner. Think about how you can demonstrate your ambition and eagerness to learn, as this role is all about growth!
✨Tip Number 3
Showcase your skills! If you have any relevant experience or projects, be ready to discuss them. Use examples that highlight your client-facing abilities and how you can contribute to the team’s success.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for passionate individuals who want to grow in their financial advisory careers. Your next big opportunity could be just a click away!
We think you need these skills to ace Paraplanner to Financial Adviser: Mentored Growth Path
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for financial planning shine through. We want to see that you're genuinely excited about the opportunity to grow and learn in this field.
Tailor Your CV: Make sure your CV is tailored to the role of Paraplanner/Trainee Financial Planner. Highlight any relevant experience or skills that align with what we’re looking for, especially those client-facing abilities.
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured responses that get straight to the heart of why you’d be a great fit for our team.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity in our supportive team environment.
How to prepare for a job interview at mbf
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge before the interview. Understand key concepts in financial planning and be ready to discuss them. This will show that you're serious about the role and have a genuine interest in the field.
✨Show Your Ambition
Since this role is all about growth, be prepared to talk about your career aspirations. Share how you see yourself progressing in the financial advisory world and how this position fits into your plans. It’ll demonstrate your commitment to the profession.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask during the interview. Inquire about the firm's approach to client relationships or how they support their team in achieving CII qualifications. This shows that you’re engaged and eager to learn more about the company culture.
✨Practice Client Interaction Scenarios
Since you'll be shadowing the Director and attending client meetings, think about how you would handle various client scenarios. Practising these interactions can help you feel more confident and showcase your potential to build client-facing skills.
