New job

JH0201

Hi All,

I wondered if you could provide some tips/advice.

I have been a level 4 paraplanner for a while (c. 5 years) at smaller IFA practices, i am soon joining a large wealth management company and i wondered if you had any tips for starting a new role and what to expect.

for reference my previous firms was 1 adviser and 2 paraplanners and going forward it will be on a much bigger scale.

I will be undertaking my chartered exams shortly and I am looking forward to developing more.

Look forward to some replies!

SA96

Congratulations on the new role.

A lot of this depends on the new firm and their advice model, but I would expect there to be a lot more structure and for roles to be clearly designated. During my time at a smaller IFA, I often found myself doing lots of different things, whereas, at a larger firm, everything has a specialised role.

My tip for starting a new role is pretty simple, make a good impression, introduce yourself and actively listen to your training mentor. Making notes is a good habit to get into.

The chartered exams will help, larger companies are also more willing (in my experience) to fund qualifications and provide you with study days.

JH0201

Thanks for the comment, really helpful.

I definitely think that moving to a larger firm will help with development and to have a structure in place, my role at my current job is certainly mixed with admin/other tasks.

Thanks for your input i really appreciate it!