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For Companies At a Glance
- Tasks: Support financial planners by analysing client data and drafting reports.
- Company: Join a forward-thinking wealth management firm focused on your growth.
- Benefits: Earn £30,000 - £40,000, enjoy hybrid working, and receive mentoring.
- Why this job: Gain hands-on experience in financial planning and develop valuable skills.
- Qualifications: Experience in IFA or Wealth Management; studying for CII Level 4 Diploma is a plus.
- Other info: Collaborative team culture with a structured development programme.
The predicted salary is between 30000 - 40000 £ per year.
Ready to Step Up? Make the Move from IFA Administrator to Trainee Paraplanner
If you’ve been supporting financial planners behind the scenes and are now ready to take your next big step, this is your opportunity. We’re looking for a motivated, detail-focused IFA Administrator who’s ready to transition into a Trainee Paraplanner role within a supportive, forward-thinking wealth management firm.
Whether you’ve been producing suitability reports, inputting client data, or coordinating applications, you’ve already got a solid foundation. Now it’s time to build on it and become more involved in shaping financial plans.
What’s in It for You?
Salary starting from £30,000 – £40,000 (depending on experience)
- Structured development programme into a full Paraplanning role
- Full support for Diploma in Regulated Financial Planning (CII Level 4)
- Access to modern financial planning tools including cash flow modelling software
- Mentoring from experienced Paraplanners and Advisers
- Hybrid working available once up to speed
- Collaborative, values-driven team culture focused on your growth
Next Step in the Advice Journey
You’ll work closely with Paraplanners and Advisers to help shape client recommendations and gain exposure to all areas of the financial planning process. From day one, you’ll begin building the technical and analytical skills needed to progress confidently into a full Paraplanner position.
What You’ll Be Learning & Doing
- Client Analysis
- Support the collation and interpretation of client data
- Learn to build lifetime cash flow models based on client goals
- Solution Design
- Assist in the construction of investment, pension, tax, and estate planning strategies
- Use financial planning software to model personalised recommendations
- Report Preparation
- Draft and refine suitability reports and recommendation letters
- Help prepare regular review reports, investment performance summaries, and updated modelling documents
What we are looking for:
- You’re currently working in an IFA or Wealth Management firm in an Administrator or Client Services role
- You’ve had exposure to reports, client meetings, and provider interactions
- You’re actively studying towards or interested in the CII Level 4 Diploma
- You’re curious, detail-oriented, and ready to learn from experienced professionals
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Associate Paraplanner employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend relevant events or webinars where you can meet Paraplanners and Advisers. Building these connections can provide valuable insights and potentially lead to job referrals.
✨Tip Number 2
Familiarise yourself with the latest financial planning software and tools. Being proficient in cash flow modelling software will give you an edge, as it’s a key part of the role. Consider taking online courses or tutorials to boost your skills.
✨Tip Number 3
Prepare to discuss your experience with suitability reports and client data management during interviews. Highlight specific examples of how you've contributed to financial planning processes in your current role to demonstrate your readiness for the transition.
✨Tip Number 4
Show your enthusiasm for learning and professional development. Mention your interest in pursuing the CII Level 4 Diploma during conversations with potential employers, as this demonstrates your commitment to advancing your career in paraplanning.
We think you need these skills to ace Associate Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as an IFA Administrator. Focus on relevant skills such as producing suitability reports, client data management, and any exposure to financial planning processes.
Craft a Compelling Cover Letter: In your cover letter, express your motivation for transitioning into a Trainee Paraplanner role. Mention specific experiences that have prepared you for this step and how you align with the company's values and culture.
Showcase Your Learning Attitude: Emphasise your willingness to learn and grow within the role. If you're studying towards the CII Level 4 Diploma, mention this and discuss how it complements your career aspirations in financial planning.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise to make a strong impression.
How to prepare for a job interview at Ortus PSR Ltd.
✨Showcase Your Relevant Experience
Make sure to highlight your background as an IFA Administrator. Discuss specific tasks you've handled, such as producing suitability reports or coordinating applications, to demonstrate your readiness for the Trainee Paraplanner role.
✨Express Your Willingness to Learn
Since this role involves a transition into a more technical position, convey your eagerness to learn and grow. Mention any steps you’ve already taken towards obtaining the CII Level 4 Diploma and how you plan to continue your professional development.
✨Prepare for Technical Questions
Expect questions related to client analysis and financial planning strategies. Brush up on key concepts like cash flow modelling and investment strategies so you can confidently discuss how you would approach these tasks in the new role.
✨Demonstrate Team Collaboration Skills
This position requires working closely with Paraplanners and Advisers. Share examples of how you've successfully collaborated in previous roles, emphasising your ability to work within a team and contribute to a supportive culture.
