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- Tasks: Assist financial advisers and senior paraplanners with client meetings and reports.
- Company: Join a prestigious financial planning firm in Altrincham, known for its excellence.
- Benefits: Enjoy a competitive salary and an extensive benefits package.
- Why this job: Gain hands-on experience in finance while working in a supportive and dynamic environment.
- Qualifications: Experience in IFA administration is essential; Diploma Level 4 is desirable.
- Other info: Perfect for those seeking a new challenge in the financial sector.
The predicted salary is between 24000 - 36000 £ per year.
Our client, a prestigious firm of financial planners in Altrincham, is looking to appoint a Trainee Paraplanner. They are seeking to speak with Administrators or Junior Paraplanners who are looking for a new challenge.
Subject to the individual's level of experience/capabilities, duties and responsibilities may include:
- Working closely alongside the Advisers and senior Paraplanners
- Attending client meetings
- Preparing basic suitability reports
- Research & analysis of financial products to meet client requirements
- Preparing recommendations & implementing client recommendations
The Person:
- IFA administration experience (essential)
- Diploma Level 4 or working towards (desirable)
- Knowledge in all aspects of financial advice covering Pensions, Investments, & Protection products
In return, this opportunity offers a very competitive basic salary along with an extensive benefits package. To be considered for this opportunity, please apply for this role or contact Matthew Biddle on LinkedIn.
Trainee Paraplanner employer: Taylor James Professional Recruitment
Contact Detail:
Taylor James Professional 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 finance-related events or join online forums to connect with current paraplanners and advisers. This can give you insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest financial products and regulations. Staying updated on industry trends will not only boost your confidence but also demonstrate your commitment to potential employers during interviews.
✨Tip Number 3
Prepare for client meetings by practising your communication skills. Being able to articulate complex financial concepts clearly is crucial, so consider role-playing scenarios with friends or mentors to build your confidence.
✨Tip Number 4
Research the firm you're applying to thoroughly. Understand their values, services, and client base. Tailoring your conversation during interviews to reflect your knowledge about the company can set you apart from other candidates.
We think you need these skills to ace Trainee Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in IFA administration and any qualifications you have, such as Diploma Level 4. Use specific examples to demonstrate your skills in financial advice, particularly in pensions, investments, and protection products.
Craft a Compelling Cover Letter: Write a cover letter that explains why you're interested in the Trainee Paraplanner position. Mention your enthusiasm for working alongside advisers and senior paraplanners, and how your background prepares you for this role.
Showcase Your Skills: In your application, emphasise your research and analytical skills. Provide examples of how you've prepared reports or recommendations in previous roles, even if they were in an administrative capacity.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial planning industry.
How to prepare for a job interview at Taylor James Professional Recruitment
✨Show Your Financial Knowledge
Make sure to brush up on your understanding of financial products, especially pensions, investments, and protection products. Being able to discuss these topics confidently will demonstrate your readiness for the role.
✨Highlight Relevant Experience
If you have previous experience as an Administrator or Junior Paraplanner, be prepared to discuss specific examples of your responsibilities and achievements. This will help the interviewers see how your background aligns with their needs.
✨Prepare Questions for the Interviewers
Think of insightful questions to ask about the firm and the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
✨Demonstrate Your Willingness to Learn
Since this is a trainee position, emphasise your eagerness to learn and grow within the company. Mention any relevant courses or qualifications you are pursuing, like the Diploma Level 4.
