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- Tasks: Assist financial planners in delivering top-notch financial advice and prepare essential documentation.
- Company: Join a forward-thinking, people-focused firm in Hull dedicated to your career growth.
- Benefits: Enjoy a £27,000 salary, full study support, private medical insurance, and 25+ days holiday.
- Why this job: Build a rewarding career in financial planning with a supportive team and clear progression path.
- Qualifications: Previous experience in financial planning support and a keen interest in achieving Level 4 Diploma.
- Other info: Participate in social events and enjoy a modern office environment with free onsite parking.
The predicted salary is between 21600 - 37800 £ per year.
Location: Hull
Salary: £27,000
Full Study Support | Outstanding Benefits | Career Development
Are you looking for your next career move in financial planning? NJR Recruitment is proud to be working with a forward-thinking and people-focused firm in Hull that is looking to recruit a Trainee Paraplanner to join its growing team. This is an exciting opportunity for someone with administrative or technical experience in financial services who is eager to build a long-term career in paraplanning — with full support and a clear path toward qualifications and progression.
What You'll Be Doing:
- Preparing suitability reports and documentation
- Conducting product research and gathering information
- Assisting with cashflow modelling and technical analysis
- Supporting advisers with client preparation and review packs
- Participating in structured development to become a qualified Paraplanner
What We're Looking For:
- Previous experience in a financial planning support or administration role
- Excellent attention to detail and written communication skills
- A genuine interest in building a career in financial advice
- Ideally working towards or keen to start Level 4 Diploma in Regulated Financial Planning
- A proactive and collaborative attitude
What’s in it for You?
- £27,000 salary
- Full study support, including paid exams & study materials
- Private medical insurance, critical illness, & death in service cover
- Company bonus scheme
- 25+ days holiday plus Christmas closure & wellbeing support
- Cycle to work scheme, gym membership, and regular social events
- Free onsite parking and a modern, well-equipped office space
If you're ready to move up in financial planning with a supportive and growing team, we’d love to hear from you. Apply today or get in touch with NJR Recruitment for a confidential chat quoting NJR15774.
Trainee Paraplanner employer: NJR Recruitment
Contact Detail:
NJR 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 planning industry. Attend local events or join online forums to connect with experienced paraplanners and financial advisers. This can provide you with valuable insights and potentially lead to job referrals.
✨Tip Number 2
Familiarise yourself with the tools and software commonly used in paraplanning. Being proficient in financial modelling software or report generation tools can set you apart from other candidates and show your commitment to the role.
✨Tip Number 3
Demonstrate your eagerness to learn by seeking out relevant courses or certifications, such as the Level 4 Diploma in Regulated Financial Planning. Mentioning your proactive approach to professional development can impress potential employers.
✨Tip Number 4
Prepare for interviews by researching the company and its values. Understand their approach to financial planning and be ready to discuss how your skills and interests align with their mission. This shows genuine interest and can make a strong impression.
We think you need these skills to ace Trainee Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights any relevant administrative or technical experience in financial services. Emphasise skills like attention to detail and written communication, as these are crucial for the Trainee Paraplanner role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your genuine interest in building a career in financial advice. Mention your enthusiasm for the role and how you align with the company's values and goals.
Highlight Relevant Qualifications: If you're working towards or keen to start the Level 4 Diploma in Regulated Financial Planning, make sure to mention this in your application. It shows your commitment to professional development in the field.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for the role.
How to prepare for a job interview at NJR Recruitment
✨Research the Company
Before your interview, take some time to learn about the firm you’re applying to. Understand their values, culture, and the services they offer. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Prepare for Technical Questions
As a Trainee Paraplanner, you may be asked technical questions related to financial planning. Brush up on your knowledge of suitability reports, product research, and cashflow modelling. Being well-prepared will demonstrate your commitment to the role.
✨Show Your Attention to Detail
In this role, attention to detail is crucial. During the interview, provide examples from your past experiences where your meticulousness made a difference. This could be in preparing documents or conducting research.
✨Express Your Career Aspirations
Let them know about your interest in pursuing the Level 4 Diploma in Regulated Financial Planning. Discuss your long-term career goals and how you see yourself growing within the company. This shows that you are serious about your professional development.
