At a Glance
- Tasks: Manage client advice cases from start to finish and prepare essential documentation.
- Company: Join a top-rated wealth management firm with a strong reputation.
- Benefits: Competitive salary, bonus potential, pension contributions, and health cash plan.
- Other info: Enjoy hybrid working after training and be part of a supportive team.
- Why this job: Kickstart your career in finance with real progression opportunities and support for qualifications.
- Qualifications: Level 4 Diploma in Financial Planning or equivalent experience required.
The predicted salary is between 33000 - 35000 £ per year.
This is a genuine development role with one of the Midlands' most respected wealth management firms — a Chartered business managing over £1.1bn for high-net-worth clients, and a four-time winner of Professional Adviser's "Best Financial Advisers to Work For" award.
You'll join a well-resourced paraplanning team, reporting to the Head of Paraplanning, and take ownership of advice cases from the point of new client engagement right through to handover. It's the ideal step for someone with strong financial services administration experience who has completed (or is close to completing) their Level 4 Diploma and wants a structured route into paraplanning — with real career progression beyond it, including the potential for future equity ownership.
What you'll be doing:
- Owning new advice cases end to end, working closely with Financial Planners, Client Managers and the wider team
- Preparing initial meeting packs — letters of authority, fact finds, risk profiling and client agreements
- Acting as a key point of contact for clients through the initial advice process
- Investigating and recording details of existing arrangements, chasing providers and keeping planners and clients updated
- Obtaining illustrations for pensions, investments and annuities
- Preparing FCA-compliant suitability reports and cash flow reports that clients can actually understand
- Completing thorough handovers to the Client Management team once advice is agreed
You'll work with systems including Intelliflo, Virtual Cabinet and Moneyinfo, with full training provided.
What we're looking for:
- Level 4 CII Diploma in Financial Planning (or equivalent experience)
- A minimum of 2 years' experience in a financial services administration role
- Sound knowledge of pension, investment and protection products
- Awareness of FCA conduct rules, AML and data protection requirements
- Excellent written and verbal communication, accuracy and time management
- A finance, economics or business degree and experience with Intelliflo or similar back-office systems would be an advantage, but neither is essential.
What's on offer:
- £33,000 – £35,000 depending on qualifications and experience
- Discretionary bonus
- 5% employer pension contribution, rising with service, with salary sacrifice available
- 4x salary life assurance
- 24 days' holiday plus bank holidays, rising with service
- Health cash plan and free parking
- Hybrid working once initial training is complete
- Full support for professional qualifications, in a firm that promotes from within
Trainee Paraplanner in Enderby employer: Ortus PSR Ltd.
Join a highly-regarded IFA in central London, where you will thrive in a fun and supportive work environment that prioritises your growth as a Financial Planner. With generous earnings potential, full ownership of your client book, and access to ongoing training, this is an exceptional opportunity to build your own business under a successful brand umbrella. Enjoy the flexibility of managing your own schedule while benefiting from a strong back office support system and a collaborative team culture that has seen no advisers leave since 2000.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Paraplanner in Enderby
✨Get Involved with University Events
Trainee roles in financial controlling often pop up through university career fairs and networking events. Join finance-related societies at your university so you can mingle with professionals and get the insider scoop on who’s hiring. Plus, these events often have companies like Ortus PSR Ltd. actively scouting for fresh talent, so get your face out there!
✨Show Off Your Excel Skills
Financial controlling is all about crunching numbers and analysis, so make sure you highlight any relevant skills, especially in Excel. Consider creating a portfolio showcasing your analytical projects or even doing a small financial analysis on a company like Ortus PSR Ltd.. This will not only impress them but also show you’re proactive!
✨Leverage Professional Networks
Connect with professionals in the financial controlling space through platforms like LinkedIn. Join finance groups and participate in discussions. Even better, search for mentors who can guide you through the maze of securing a trainee role. It’s all about building those connections!
✨Apply through Your University
Many firms, including Ortus PSR Ltd., have partnerships with universities for trainee positions. Make sure you utilise your university's career services to get access to exclusive openings and even mock interview practice. Don’t just submit your application blindly—tap into this resource to maximise your chances of landing that trainee position.
We think you need these skills to ace Trainee Paraplanner in Enderby
Some tips for your application 🫡
Show Off Your Academic Credentials:In the financial controlling world, your grades matter! Highlight your academic achievements, especially in relevant subjects like finance, accounting, or economics in your CV. If you’ve completed any finance-related courses or certifications, don’t shy away from boasting about them!
Quantify Your Experience:Employers love numbers! When describing any work experience or projects on your CV, try to include metrics or results. For example, if you managed a budget or helped cut costs for a project, mention how much you saved or increased efficiency. This shows you can make an impact.
Express Your Passion in the Cover Letter:As a trainee, your eagerness to learn is crucial. Use your cover letter to convey your enthusiasm for finance. Share what intrigues you about financial controlling and how this role at Ortus PSR Ltd. can help you grow your skills and knowledge in the field.
Tailor Your Application to Ortus PSR Ltd.:When applying, it’s vital to tailor your CV and cover letter to reflect the values and goals of Ortus PSR Ltd.. Mention specific projects or initiatives of the company that resonate with you. Personalising your application shows you’ve done your research and are genuinely interested in being part of their team.
How to prepare for a job interview at Ortus PSR Ltd.
✨Master the Numbers
Finance ain't just about the glitzy spreadsheets! Brush up on your numerical skills and be prepared for some practical case questions. Expect scenarios where you’ll need to crunch some numbers to analyse financial scenarios—it’s a big part of the trainee role in financial controlling.
✨Know Your Tools
Familiarise yourself with financial software and tools commonly used in the industry like SAP or Excel. During the interview, you might be quizzed on your experience with these tools and how you would use them to streamline financial reporting or budgeting processes.
✨Show Your Willingness to Learn
As a trainee, your potential is just as important as your current skills. Be prepared to talk about your eagerness to learn and grow in the role. Sharing examples of how you've picked up new skills in the past can show that you’re adaptable and ready for the challenges ahead!
✨Ask Smart Questions
Tailor your questions to show you understand the financial controlling field—think about how the company handles its financial reporting processes or ask about the specific tools they use. This not only demonstrates your interest but gives us insight into your analytical thinking and engagement with the role at Ortus PSR Ltd..
