At a Glance
- Tasks: Support advisers, prepare reports, attend client meetings, and model cash flows.
- Company: Independent IFA firm with a small, dedicated team.
- Benefits: Up to £35,000 salary, hybrid working, pension, and 25 days holiday.
- Other info: Join a passionate team and enjoy extra time off over Christmas!
- Why this job: Kickstart your career in paraplanning with real impact and growth opportunities.
- Qualifications: 3 years admin experience in finance and pursuing relevant qualifications.
The predicted salary is between 35000 - 35000 £ per year.
What you’ll do: You will provide administrative support to the firm’s newest adviser, prepare reports using templates, attend client meetings, and use Voyant for cash‑flow modelling and research. Over the next 12 months you will develop into a full‑fledged paraplanner.
Salary: Starts at up to £35,000 and will grow with experience; you’ll also receive a team bonus scheme adding around 10% of salary.
What you’ll need:
- At least 3 years of admin experience in a financial planning firm
- Working towards a Diploma, having passed 2 or 3 exams
- A genuine drive to progress into a paraplanning role
- Evidence of passion for the profession
- Strong problem‑solving skills and the ability to use initiative
Benefits:
- Hybrid working (50/50 post‑training)
- Pension
- DIS
- Vitality PMI
- Income protection
- 25 days holiday plus extra days off over Christmas (they close between Xmas and the New Year)
About the company: This IFA firm is fiercely independent, favouring small scale, and does not sell. The team consists of 3 planners serving 170 households, supported by two paraplanners and three administrators.
Junior Paraplanner Trainee. Job in Manchester LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
As a Junior Paraplanner Trainee at our independent financial advisory firm in Manchester, you will thrive in a supportive and collaborative environment that prioritises employee growth and development. With a competitive salary starting at up to £35,000, hybrid working options, and a generous benefits package including a team bonus scheme, pension, and additional holiday time, we are committed to fostering a culture where your passion for the profession can flourish. Join us to embark on a rewarding career path with ample opportunities for advancement as you transition into a full-fledged paraplanner.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Junior Paraplanner Trainee. Job in Manchester LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to people in the financial planning industry, especially those who work at firms similar to the one you're applying for. A friendly chat can lead to insider tips and maybe even a referral!
✨Tip Number 2
Prepare for interviews by practising common questions related to paraplanning. Think about how your admin experience can translate into the skills they need. We want you to show off that problem-solving prowess!
✨Tip Number 3
Don’t forget to research the company culture! Understanding their values and how they operate will help you tailor your responses during interviews. Plus, it shows you’re genuinely interested in being part of their team.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Junior Paraplanner Trainee. Job in Manchester LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Junior Paraplanner Trainee role. Highlight your admin experience in financial planning and any relevant qualifications. We want to see how your skills align with what we’re looking for!
Show Your Passion:In your cover letter, let us know why you’re passionate about paraplanning. Share any experiences or insights that demonstrate your genuine drive to progress in this profession. We love seeing enthusiasm!
Be Clear and Concise:When filling out your application, keep it clear and concise. Use bullet points where possible to make it easy for us to read. We appreciate straightforward communication, especially in a role that involves preparing reports!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around paraplanning. Familiarise yourself with cash-flow modelling and tools like Voyant, as this will show your genuine interest in the role and help you stand out.
✨Show Your Passion
During the interview, express your enthusiasm for the profession. Share any relevant experiences or projects that demonstrate your drive to progress into a paraplanning role. This will resonate well with the interviewers and highlight your commitment.
✨Prepare for Problem-Solving Questions
Expect questions that assess your problem-solving skills. Think of examples from your past admin experience where you used initiative to overcome challenges. This will showcase your ability to think on your feet and adapt in a fast-paced environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and growth opportunities. This not only shows your interest in the firm but also helps you gauge if it’s the right fit for you. Plus, it makes for a more engaging conversation!
