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- Tasks: Support clients by producing reports and assisting with financial recommendations.
- Company: Join a well-established firm in Sheffield, thriving in the financial services sector.
- Benefits: Enjoy full training, a supportive team, and a central location with great transport links.
- Why this job: This role offers a fantastic entry point into finance with growth opportunities and a collaborative culture.
- Qualifications: No experience needed; just bring your attention to detail and willingness to learn.
- Other info: Work Monday to Friday, 9am-5pm, in a fully office-based role.
The predicted salary is between 20000 - 30000 £ per year.
Are you looking to start your career in financial services? Or perhaps you’re already studying towards a qualification and eager to gain hands-on experience? We are recruiting on behalf of a well-established firm in Sheffield for a Trainee Client Account Executive. This is a fantastic opportunity to join a growing team in a fully office-based role, working Monday to Friday, 9am-5pm.
About the Role:
As part of a collaborative team, you will support clients by producing reports, handling administrative tasks, and assisting with financial recommendations. You’ll work closely with the Investment Director, Business Manager, and Financial Advisers to ensure clients receive clear, compliant, and well-structured financial advice.
Key Responsibilities:
- Assist with report writing and administration to support financial advice.
- Attend meetings and collaborate with the wider team.
- Manage and implement a consistent report-writing process.
- Process new business and follow through to completion.
- Maintain accurate and up-to-date client records.
- Ensure compliance with industry regulations and company policies.
- Provide excellent client relationship management.
- Support the team with general office duties and administration.
What We’re Looking For:
- Strong attention to detail and organisational skills.
- Excellent communication skills, both written and verbal.
- Willingness to learn and develop within the financial services sector.
- A professional and proactive approach.
- No financial services experience required, but an interest in finance or current study in this area is beneficial.
Why Apply?
- Full training and development opportunities within a growing company.
- A supportive and collaborative team environment.
- Central Sheffield location with easy transport links.
- This role is due to business growth, offering a great entry point into financial services.
If you’re eager to build a career in a professional and rewarding environment, we’d love to hear from you! Apply now or get in touch for more details.
Trainee Paraplanner employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner
✨Tip Number 1
Network with professionals in the financial services sector. Attend local finance-related events or join online forums to connect with people who can provide insights and potentially refer you to opportunities at firms like ours.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in the financial industry. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the field, making you a more attractive candidate.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to common scenarios in financial services. Think about how you would handle client interactions or administrative tasks, as these are key aspects of the role.
✨Tip Number 4
Showcase your organisational skills by discussing any relevant experiences where you managed multiple tasks or projects. This will highlight your ability to handle the responsibilities of a Trainee Paraplanner effectively.
We think you need these skills to ace Trainee Paraplanner
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and skills required for the Trainee Paraplanner position. Tailor your application to highlight how your background aligns with these requirements.
Craft a Strong CV: Ensure your CV is up-to-date and clearly outlines your education, relevant coursework, and any experience related to finance or administration. Emphasise your attention to detail and organisational skills, as these are crucial for the role.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for starting a career in financial services. Mention any relevant studies or interests in finance, and explain why you want to join this particular firm in Sheffield.
Proofread Your Application: Before submitting your application, thoroughly proofread all documents for spelling and grammatical errors. A polished application reflects your professionalism and attention to detail, which are essential for the role.
How to prepare for a job interview at Heat Recruitment
✨Show Your Interest in Finance
Make sure to express your enthusiasm for the financial services sector during the interview. Share any relevant coursework or projects you've undertaken, as this will demonstrate your commitment and eagerness to learn.
✨Highlight Your Attention to Detail
Since the role requires strong attention to detail, prepare examples from your studies or previous experiences where you successfully managed tasks that required precision. This will help illustrate your capability to handle the responsibilities of the position.
✨Prepare Questions for the Interviewers
Having thoughtful questions ready shows your genuine interest in the role and the company. Ask about the team dynamics, training opportunities, or how success is measured in the position. This can also help you assess if the company is the right fit for you.
✨Demonstrate Your Communication Skills
As excellent communication is key in this role, practice articulating your thoughts clearly and confidently. You might want to rehearse common interview questions with a friend or family member to ensure you convey your ideas effectively.
