At a Glance
- Tasks: Prepare reports, conduct research, and build client relationships while transitioning to a Financial Adviser role.
- Company: Dynamic financial services firm offering career progression and support.
- Benefits: Competitive salary, uncapped bonuses, private medical insurance, and professional development support.
- Other info: Enjoy hybrid working and a supportive team culture.
- Why this job: Kickstart your advisory career with a clear path to success and earning potential.
- Qualifications: Experience in an IFA environment and strong communication skills required.
The predicted salary is between 38000 - 42000 £ per year.
- Paraplanner / Trainee Financial Adviser
- Working Pattern: Hybrid
- OTE: £65,000+ uncapped
- Salary on achieving CAS: £48,000 basic
The opportunity
An exciting opportunity has arisen for an experienced Paraplanner or Senior IFA Administrator to take the next step in their career and transition into a Financial Adviser position.
This is a genuine career progression opportunity, offering the stability of a strong basic salary alongside an uncapped bonus structure and a clear, fully supported route towards achieving Competent Adviser Status (CAS).
You will initially utilise your existing technical expertise across paraplanning and client support, whilst working closely with experienced advisers and gradually taking on greater responsibility for client relationships, meetings and advice.
The role would suit someone who has developed a strong technical foundation within an IFA environment and is now ready to move towards a client-facing advisory career.
Key responsibilities
- Prepare comprehensive, accurate and compliant suitability reports and recommendations.
- Undertake fund research, analysis and technical research to support client recommendations.
- Work closely with experienced Financial Advisers, initially shadowing client meetings before progressively taking ownership of your own clients.
- Develop and maintain strong relationships with new and existing clients.
- Assist with client reviews and gradually take responsibility for your own portfolio.
- Provide holistic financial planning advice across areas including pensions, investments and protection as you progress towards CAS.
- Ensure all advice and client activity is delivered within the firm's compliance framework and regulatory requirements.
- Continue developing your technical and professional knowledge through ongoing training and fully funded professional qualifications.
About you
We are looking for an ambitious and technically strong financial services professional who is ready to take the next step into Financial Advice.
Ideally, you will have
- Previous experience working within an IFA environment as a Paraplanner, Senior Paraplanner or Senior IFA Administrator.
- Strong experience preparing complex suitability reports and supporting regulated financial advice.
- Level 4 Diploma in Financial Planning (Dip PFS/CII/CISI) or be close to completing your qualification.
- A strong technical understanding of pensions, investments and protection.
- Excellent communication and relationship-building skills.
- High emotional intelligence and the ability to build trust with clients.
- A genuine ambition to develop a long-term career as a Financial Adviser.
- The ability to work independently while also being part of a supportive advisory team.
- A location within a reasonable commuting distance of Buxton.
- What’s on offer
- £38,000 – £42,000 starting salary depending on experience and qualifications.
- Uncapped earning potential with OTE of £65,000+.
- No minimum bonus threshold, allowing you to benefit from your client successes from your first cases.
- Salary progression to £48,000 basic upon achieving full Competent Adviser Status.
- Full financial support for CII examinations, study materials and professional development.
- Private medical insurance.
- Company pension scheme.
- New and existing client leads provided.
- A structured and transparent route from technical paraplanning into Financial Advice.
- Hybrid working, providing a balance between office-based collaboration, home working and client-facing responsibilities.
- The opportunity to build a long-term advisory career without having to start again at entry level.
Paraplanner in Buxton employer: WEALTHLINK RECRUITMENT LTD Careers
Join a leading Financial Planning firm in Northamptonshire/Cambridgeshire that values its employees and fosters a supportive work culture. With competitive salaries, flexible working arrangements, and comprehensive admin support, this role offers not just a job but a pathway for professional growth and development in the financial services sector. Enjoy up to 27 days of annual leave and a bonus scheme that rewards your hard work while you build lasting relationships with clients in a thriving community.
Contact Details:
WEALTHLINK RECRUITMENT LTD Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Buxton
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
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✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like WEALTHLINK RECRUITMENT LTD Careers. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Paraplanner in Buxton
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in WEALTHLINK RECRUITMENT LTD Careers and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show WEALTHLINK RECRUITMENT LTD Careers how you can be a team player!
How to prepare for a job interview at WEALTHLINK RECRUITMENT LTD Careers
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with WEALTHLINK RECRUITMENT LTD Careers.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with WEALTHLINK RECRUITMENT LTD Careers's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
