At a Glance
- Tasks: Support advisers in creating financial plans and manage client records.
- Company: Growing independent financial planning firm with a supportive team culture.
- Benefits: Salary of £30,000 to £35,000, fully funded exam support, and career development opportunities.
- Other info: Structured path to paraplanning with excellent growth potential.
- Why this job: Kickstart your career in financial services and make a real impact on clients' lives.
- Qualifications: 2+ years as an administrator in financial services and strong attention to detail.
The predicted salary is between 24000 - 28000 £ per year.
Are you an ambitious, detail-focused professional with experience in financial services, financial advice, or wealth management? Do you want to take the next step in your career and progress towards becoming a qualified paraplanner? This is your opportunity to join a growing independent financial planning firm and build a rewarding career.
The Role
We are seeking a motivated Administrator with financial services experience, eager to develop into a paraplanner and take their career to the next level. This role comes with a structured path into paraplanning, including fully funded exam support and study resources. You will take pride in getting things right, enjoy working in a structured, regulated environment, and understand the importance of accuracy and compliance.
For the right candidate, there is clear scope to develop your skills, gain technical knowledge and progress into a paraplanning role. You will benefit from a structured career path, with fully funded exam support and study resources provided.
Key Responsibilities
- Support advisers and paraplanners in creating and delivering financial plans
- Issue, chase and summarise Letters of Authority (LOAs)
- Liaise with providers regarding LOAs and new business submissions
- Processing new business accurately and efficiently across several platforms, including placing trades, running reports and illustrations
- Maintain client records and back-office systems
- Monitor cases to ensure timely progression and clear communication
- Contribute ideas to improve processes and workflows
- Provide general administrative support to the wider team
Must-Have Criteria
- Previous experience (ideally 2+ years) as an administrator within financial advice, wealth management or financial planning
- Strong organisational skills and exceptional attention to detail
- Dependable, proactive and a true team player who takes ownership of their work
- Professional verbal and written communication skills
- Passionate about financial services and committed to progressing into a paraplanning role, including taking exams
Desirable
- Experience using platforms like 2plan Back Office, Fintegrate, Mabel, Selectapension, Voyant or The Exchange
- Familiarity with providers such as Aviva, 7IM, Quilter, Royal London or Prudential
- Interest in developing technical knowledge to support a long-term career in paraplanning
Why This Role?
- £30,000 to £35,000 (depending on experience)
- Fully funded exam support, including study leave and exam entry
- Parking season ticket - Fully funded
- Supportive team environment with genuine career development opportunities
- Opportunity to make a real impact on clients' lives and the business
This is an exciting opportunity for someone career-focused, dedicated and ready to take the next step in financial services. If you are looking to grow into a paraplanning role and thrive in a structured, client-focused environment, we want to hear from you!
Contact Louise at 121 Personnel to arrange an informal chat!
Trainee Paraplanner in Basildon employer: OnetoOne Personnel
Join a dynamic and supportive independent financial planning firm in Rayleigh, where your ambition and attention to detail will be nurtured as you embark on a structured career path towards becoming a qualified paraplanner. With fully funded exam support, a collaborative team culture, and the opportunity to make a meaningful impact on clients' lives, this role offers not just a job, but a rewarding career in financial services.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Paraplanner in Basildon
✨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 OnetoOne Personnel. 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 Trainee Paraplanner in Basildon
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 OnetoOne Personnel.
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 OnetoOne Personnel
✨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 OnetoOne Personnel.
✨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 OnetoOne Personnel.
