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- Tasks: Learn from experienced professionals while providing technical support and attending client meetings.
- Company: Join a friendly, independent financial planning practice with a supportive team culture.
- Benefits: Competitive salary, performance bonuses, full study support, and mentorship.
- Why this job: Gain hands-on experience and fast-track your career into financial advising.
- Qualifications: Motivated individuals close to achieving Diploma qualifications are encouraged to apply.
- Other info: Enjoy a dynamic environment with genuine career progression opportunities.
The predicted salary is between 21600 - 30000 £ per year.
We are working with a well-established, fully independent boutique financial planning practice who are seeking to recruit a Paraplanner/Trainee Financial Planner. This is a fantastic opportunity to join a small, friendly and highly supportive team where your contribution will be valued and career progression will be actively encouraged. The firm prides itself on providing exceptional client service and building long-term relationships. They are looking for an ambitious Paraplanner/Trainee Financial Planner who shares their commitment to service.
This role offers a unique opportunity to work closely with the company Director, gaining hands-on experience and developing the skills needed to progress into a Financial Adviser role within a relatively short timeframe.
What the role involves:
- Shadowing the Director and learning from their wealth of experience
- Attending client meetings, both face-to-face and via video, providing exposure to real-world advisory situations
- Providing technical support while developing your own client-facing skills
- Building a strong understanding of the financial planning market and regulatory environment
- Working within a small, close-knit team alongside a dedicated administration team, allowing you to focus on learning and client work rather than routine admin
This is an excellent opportunity for someone who is motivated, eager to learn and genuinely wants to move into an advisory role. The company is looking for an experienced Paraplanner (or similar) who is Diploma qualified or very close to achieving it.
What’s on offer:
- Competitive basic salary up to £50,000 plus performance-related bonuses
- Full study and exam support for CII qualifications
- First-class on-the-job training and mentorship from the Director
- A friendly, supportive, and professional working environment within a small, highly motivated team
- A genuine career pathway into financial advice
This is a rare chance to join a boutique, fully independent firm that offers the best of both worlds: the professionalism and resources of a well-established business combined with the personal development, close team culture. If you are ambitious, client-focused and ready to take the next step in your career, this could be the perfect opportunity for you.
Paraplanner/Trainee Financial Planner employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner/Trainee Financial Planner
✨Tip Number 1
Network like a pro! Reach out to people in the financial planning industry, attend events, and connect with professionals on LinkedIn. We can’t stress enough how valuable personal connections can be in landing that dream role.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to client service and think about how you can contribute. We want you to shine and show them why you’re the perfect fit for their team!
✨Tip Number 3
Practice your communication skills! Whether it’s face-to-face or via video, being able to articulate your thoughts clearly is key. We suggest doing mock interviews with friends or family to build your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for ambitious individuals who are eager to learn and grow in their careers.
We think you need these skills to ace Paraplanner/Trainee Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Paraplanner/Trainee Financial Planner role. Highlight any relevant qualifications, especially if you're close to achieving your Diploma, and showcase your eagerness to learn and grow in the financial planning field.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for client service and your ambition to progress into an advisory role. Mention why you’re excited about joining a small, supportive team and how you can contribute to their exceptional client service.
Showcase Your Soft Skills: In a close-knit team, soft skills are just as important as technical knowledge. Emphasise your communication skills, teamwork, and adaptability in your application. This will show us that you’re not just qualified, but also a great fit for our friendly culture.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows your enthusiasm for the role right from the start!
How to prepare for a job interview at mbf
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge. Understand the basics of financial products, regulations, and the current market trends. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Showcase Your Soft Skills
Since this role involves client interaction, highlight your communication and interpersonal skills. Prepare examples of how you've successfully worked in a team or resolved conflicts, as these are crucial in building long-term client relationships.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client service and their mentorship style. This shows that you’re not just interested in the job, but also in how you can grow within the company and contribute to its success.
✨Demonstrate Your Ambition
Express your eagerness to learn and progress into a Financial Adviser role. Share your career goals and how they align with the company's values. This will resonate well with the interviewers who are looking for someone motivated and ready to take the next step.
