At a Glance
- Tasks: Start as an administrator, then progress to paraplanning tasks and client meetings.
- Company: Independent IFA firm with a strong focus on employee development.
- Benefits: Hybrid working, pension, health insurance, 25 days holiday plus extra time off at Christmas.
- Other info: Join a small, proud team dedicated to nurturing talent and accountability.
- Why this job: Gain hands-on experience and grow into a paraplanner role with supportive training.
- Qualifications: 3 years admin experience in finance and working towards your Diploma.
The predicted salary is between 35000 - 38500 £ per year.
Work hard, they said. Be keen, they said. Start your exams. And then you'll get the progression you want. You've done your part. But have they? You won't face that problem here. At this IFA business they'll help develop you into the paraplanner you want, and know, you can be. And they'll do that in the next 9-12 months. This is a company with a proud track record of nurturing their employees.
You'll start as an administrator but you'll soon take on paraplanning tasks like preparing reports with templates. In the not too distant future, working closely with a Chartered adviser, you'll learn, you'll grow, and you'll get proper, supportive training. That will ultimately mean becoming a paraplanner in a "proper", independent, modern financial planning practice. And as you progress, so will your pay. You'll start on a salary of up to £35,000 but as your skills and qualifications grow so will your income. Plus, you'll get a share of the profits through a team bonus scheme, which typically adds around 10% to your salary.
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)
What we really like about this business is that they're accountable. They'll make it clear from the outset what you need to do to achieve what they want. And they'll make it clear what that will mean to you. How refreshing is that?
What you'll do:
To start with you'll provide administrative support to the firm's newest adviser. You'll also begin to prepare reports using templates. In the next 12 months you'll become a proper, full fat paraplanner. That means attending client meetings, using Voyant for cashflow modelling and research. Pace of progress will depend on how you progress. There's no one-size-fits-all approach.
What you'll need:
- At least 3 years of admin experience in a financial planning firm
- Working towards your Diploma (with 2 or 3 exams already passed)
- A genuine drive to progress into a paraplanning role in the future
- Someone who can evidence their passion for the profession
- Strong problem-solving skills and the ability to use your initiative will also set you apart.
About the company:
This IFA firm is fiercely independent and fiercely proud to be small. What's more, they aren't set up to sell. You don't have to worry about being bought out by a firm that you wouldn't have chosen to firm. They've grown from small beginnings to a business with 3 planners looking after 170 households. They're supported by two paraplanners, three administrators, and hopefully, you.
Trainee Paraplanner. Job in Manchester LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
At this independent IFA firm in Manchester, you'll find a nurturing environment that prioritises your professional growth and development. With a clear path to becoming a paraplanner within 9-12 months, you will benefit from supportive training, hybrid working options, and a competitive salary that increases with your skills. Enjoy a culture of accountability and transparency, alongside generous benefits including a team bonus scheme and extra holiday time over Christmas, making it an excellent place for those seeking meaningful and rewarding employment.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Paraplanner. 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 you're interested in. A friendly chat can open doors and give you insider info on what they're really looking for.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to paraplanning. Show off your problem-solving skills and initiative – they want to see how you think on your feet!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values. Check out our website for roles that match your ambitions and where you can grow into the paraplanner you aspire to be.
✨Tip Number 4
Follow up after interviews with a thank-you email. It shows your enthusiasm and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’re the perfect fit for their team!
We think you need these skills to ace Trainee Paraplanner. Job in Manchester LilyLifestyle Jobs
Some tips for your application 🫡
Show Your Passion:When you're writing your application, let your enthusiasm for the paraplanning profession shine through. We want to see that genuine drive to progress and how you've been preparing for this role. Share any relevant experiences or achievements that highlight your commitment!
Tailor Your CV:Make sure your CV is tailored to the job description. Highlight your admin experience in financial planning and any exams you've passed towards your Diploma. We love seeing candidates who take the time to align their skills with what we're looking for!
Be Clear and Concise:Keep your application clear and to the point. We appreciate well-structured applications that are easy to read. Use bullet points where necessary and avoid jargon unless it's relevant. Remember, we want to understand your journey and aspirations without wading through fluff!
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 shows us you’re keen and know how to follow instructions – a key skill for a paraplanner!
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. Understand the basics of paraplanning and be ready to discuss how your admin experience has prepared you for this role. Familiarise yourself with common tools like Voyant, as it shows you're proactive and keen to learn.
✨Show Your Passion
This company values genuine enthusiasm for the profession. Be prepared to share why you want to become a paraplanner and what steps you've already taken towards that goal. A personal story or example can really make your passion shine through.
✨Ask Smart Questions
Prepare thoughtful questions about the company's training process and how they support their employees' growth. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.
✨Demonstrate Problem-Solving Skills
Think of examples from your past work where you've successfully solved problems or used your initiative. This will highlight your ability to adapt and thrive in a dynamic environment, which is crucial for a future paraplanner.
