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- Tasks: Support advisers, prepare documentation, and learn the financial advice process.
- Company: Family-run financial planning firm in Southampton with a personal touch.
- Benefits: Up to £35,000 salary, commission, Level 4 Diploma support, and hybrid work options.
- Why this job: Fast-track your career in financial advice with mentorship and real client experience.
- Qualifications: Experience in financial planning administration and strong organisational skills.
- Other info: Join a values-led team with clear career progression and a relaxed environment.
The predicted salary is between 28000 - 42000 £ per year.
Job Description
Keen to join a company that’ll support you with exams and fast track you into advice?
We’re working with a highly respected, family-run financial planning company based in Southampton who pride themselves on delivering a personal, client-first service.
They have an exciting opportunity for an individual that aspires to become a Financial Adviser!
You’ll join a close-knit team, working closely with the Director to learn the business inside-out. Working over a 2-year period, they’ll help you obtain your level 4 diploma in financial planning, whilst providing compressive training on all aspects of the advice process, giving you a ready-made foundation for a successful advisory career.
This role would suit someone who is currently working at a financial planning/wealth management business within an administration or junior paraplanning role.
What’s on offer:
- Salary of up to £35,000 (DOE) commission package and clear earning progression
- Support for the Level 4 Diploma in Regulated Financial Planning
- Career development into a full financial planning role with a client bank to take on.
- A professional but relaxed environment, far removed from a typical corporate structure
- Mentorship from the Director
- Free on-site parking and hybrid arrangement once established
Responsibilities:
- Provide administrative support to Advisers, including preparing documentation, processing applications, and maintaining accurate client records
- Assist with gathering and analysing client information to support the preparation of financial plans
- Attend client meetings alongside advisers to observe and learn the advice process
- Liaise with product providers to obtain policy information, valuations, and illustrations
- Ensure all compliance requirements and internal procedures are followed at every stage of the advice process
- Support with the preparation of suitability reports and investment reviews under supervision
- Take part in regular mentoring sessions with senior advisers to develop technical knowledge and client relationship skills
- Gradually increase client-facing responsibilities, moving towards full advisory duties over a 2-year period
About you:
- Must have worked in the industry in the last two years
- Progress towards industry exams (desirable)
- High attention to detail
- Organised, professional, and confident in client-facing situations
- Looking for a long-term career in financial advice with a clear development pathway
- Solid administration experience
- Strong writing skills
This is a golden opportunity to join a growing financial planning firm in Southampton, which are values-led offering a structured and supported route into financial advice with opportunity to take on clients.
If the above role aligns with your career aspirations, apply now!
Administrator / Junior Paraplanner employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator / Junior Paraplanner
✨Tip Number 1
Network like a pro! Reach out to people in the financial planning industry, especially those who work at firms you admire. A friendly chat can lead to valuable insights and even job opportunities.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to the role. We recommend doing mock interviews with friends or family to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your passion for financial advice during interviews. Share your journey, why you want to become a Financial Adviser, and how you plan to contribute to the team. Authenticity goes a long way!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Administrator / Junior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the job description. Highlight any relevant admin or paraplanning experience, and don’t forget to mention your progress towards industry exams if applicable!
Craft a Personal Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for financial advice and how you see yourself growing with us. Mention why you’re excited about this specific role and what you can bring to the team.
Showcase Your Attention to Detail: In the financial planning world, details matter! Make sure your application is free from typos and errors. This not only shows your professionalism but also your commitment to quality work.
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’re considered for this fantastic opportunity. Plus, it’s super easy!
How to prepare for a job interview at Recruit UK
✨Know Your Stuff
Make sure you understand the basics of financial planning and the role of an Administrator or Junior Paraplanner. Brush up on key terms and processes, as well as the company’s values and services. This will show your genuine interest and help you answer questions confidently.
✨Showcase Your Experience
Prepare to discuss your previous roles in financial planning or administration. Highlight specific tasks you've handled that relate to the job description, like preparing documentation or client interactions. Use examples to demonstrate your attention to detail and organisational skills.
✨Ask Smart Questions
Think of insightful questions to ask during the interview. Inquire about the mentorship process, the training for the Level 4 Diploma, or how the team collaborates. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
✨Practice Makes Perfect
Conduct mock interviews with a friend or family member. Focus on articulating your thoughts clearly and confidently. Practising common interview questions can help ease your nerves and ensure you present yourself in the best light possible.