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- Tasks: Support Financial Planners with administration, research, and report preparation.
- Company: A growing, forward-thinking Financial Planning business near Crewe.
- Benefits: Genuine progression to Paraplanner, full study support for Level 4 RO exams, and flexible hours.
- Why this job: Kickstart your career in finance with a friendly team and strong development opportunities.
- Qualifications: No prior experience needed; just a passion for finance and teamwork.
- Other info: Enjoy a collaborative environment with excellent long-term career prospects.
The predicted salary is between 20000 - 30000 £ per year.
An excellent opportunity has arisen for an IFA Administrator / Trainee Paraplanner to join a growing and forward-thinking Financial Planning business based near Crewe, Cheshire. This is a permanent job offering genuine progression into a full Paraplanner position, full study support for Level 4 RO exams, and a friendly, collaborative team environment. If you are looking for IFA Administrator jobs, Trainee Paraplanner jobs, or Financial Planning Administrator jobs in the Crewe or Cheshire area, this opportunity offers strong development and long-term career prospects. Working hours are 9am–5pm, Monday to Friday, with flexible core working hours from 10am–4pm.
Responsibilities
- This IFA Administrator / Trainee Paraplanner job will involve supporting Financial Planners with a blend of administration, research and report preparation.
- Duties include:
- Paraplanning responsibilities
- Assisting with the preparation of financial plans and suitability reports.
- Conducting product and investment research.
- Analysing client portfolios and contributing to planning recommendations.
- Maintaining accurate and compliant client records.
- Processing new business applications, transfers and Letters of Authority.
- Updating client files and managing data on back-office systems.
- Preparing valuations, review packs and documentation.
IFA Administrator / Trainee Paraplanner in Crewe employer: The Eventus Recruitment Group
Contact Detail:
The Eventus Recruitment Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator / Trainee Paraplanner in Crewe
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning sector, especially those who work as IFA Administrators or Paraplanners. Use platforms like LinkedIn to connect and engage with them; you never know who might have a lead on your dream job!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to financial planning and be ready to discuss how you can contribute to their team. Show them you're not just looking for any job, but that you're genuinely interested in growing with them.
✨Tip Number 3
Practice your communication skills! As an IFA Administrator or Trainee Paraplanner, you'll need to convey complex information clearly. Try mock interviews with friends or family to build confidence and refine your responses.
✨Tip Number 4
Don't forget to apply through our website! We often have exclusive listings and resources that can help you stand out. Plus, it shows you're serious about joining our community and taking the next step in your career.
We think you need these skills to ace IFA Administrator / Trainee Paraplanner in Crewe
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator / Trainee Paraplanner role. Highlight any relevant experience or skills that match the job description, like administration or financial planning knowledge. We want to see how you fit into our friendly, collaborative team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're interested in this position and how your background makes you a great fit. Be genuine and let your personality come through – we love to see enthusiasm for the role!
Showcase Your Skills: In your application, don’t forget to showcase any specific skills that relate to the responsibilities mentioned, like research abilities or experience with client records. We’re looking for someone who can support our Financial Planners effectively, so make those skills pop!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details about the role and our company culture there!
How to prepare for a job interview at The Eventus Recruitment Group
✨Know Your Financial Planning Basics
Brush up on your knowledge of financial planning concepts and terminology. Being able to discuss topics like investment research, client portfolios, and suitability reports will show that you're serious about the role and understand what it entails.
✨Showcase Your Organisational Skills
As an IFA Administrator or Trainee Paraplanner, you'll need to juggle multiple tasks. Prepare examples from your past experiences where you successfully managed your time and organised your workload. This will demonstrate your ability to handle the responsibilities of the job.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the company’s approach to financial planning or their team dynamics. This not only shows your interest in the role but also helps you gauge if the company culture aligns with your values.
✨Emphasise Your Willingness to Learn
Since this position offers progression into a full Paraplanner role, highlight your eagerness to learn and grow. Mention any relevant courses or qualifications you’re pursuing, especially the Level 4 RO exams, to show that you’re committed to advancing your career in financial planning.
