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For Companies At a Glance
- Tasks: Support financial planners and help shape client recommendations in a dynamic role.
- Company: Forward-thinking wealth management firm with a collaborative culture.
- Benefits: Salary from £30,000 - £40,000, structured development, and hybrid working options.
- Why this job: Step up from administrator to Trainee Paraplanner and grow your financial planning skills.
- Qualifications: Experience in IFA or Wealth Management and interest in CII Level 4 Diploma.
- Other info: Gain mentorship from experienced professionals and access modern financial planning tools.
The predicted salary is between 24000 - 32000 £ per year.
Overview
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 GBP30,000 – GBP40,000 (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
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Let them know you're on the lookout for a Trainee Paraplanner role. You never know who might have the inside scoop on opportunities!
✨Tip Number 2
Get your hands dirty with practical experience. Volunteer for projects at your current job that involve client analysis or report preparation. This will not only boost your skills but also show potential employers your commitment to stepping up.
✨Tip Number 3
Prepare for interviews by brushing up on your knowledge of financial planning tools and strategies. Be ready to discuss how you've supported financial planners in the past and how you can contribute to their success as a Trainee Paraplanner.
✨Tip Number 4
Don't forget to apply through our website! We love seeing candidates who are proactive about their career moves. Plus, it gives us a chance to see your enthusiasm for joining our supportive team.
We think you need these skills to ace Associate Paraplanner
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your background as an IFA Administrator. We want to see how your experience with client data, reports, and applications has prepared you for this Trainee Paraplanner role.
Tailor Your Application: Don’t just send a generic application! We love it when candidates personalise their cover letters and CVs to reflect the skills and experiences that match our job description. It shows us you’re genuinely interested!
Be Clear and Concise: When writing your application, keep it straightforward. We appreciate clarity, so make sure your points are easy to read and get straight to the point about why you’d be a great fit for the team.
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 from our team!
How to prepare for a job interview at Ortus Psr
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning concepts and the role of a Paraplanner. Familiarise yourself with terms like suitability reports, cash flow modelling, and investment strategies. This will show that you're not just interested in the role but also understand what it entails.
✨Showcase Your Experience
Prepare to discuss your previous experience as an IFA Administrator. Highlight specific tasks you've done, like producing reports or coordinating applications, and how they relate to the responsibilities of a Trainee Paraplanner. Use examples to demonstrate your skills and how they can benefit the firm.
✨Ask Smart Questions
Interviews are a two-way street, so come prepared with thoughtful questions about the firm's culture, the development programme, and the mentoring process. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
✨Be Yourself
While it's important to be professional, don't forget to let your personality shine through. The firm is looking for someone who fits into their collaborative culture, so being authentic can help you connect with the interviewers and leave a lasting impression.
