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- Tasks: Join a team to prepare client documentation and attend meetings while learning from experienced paraplanners.
- Company: Work with a national Independent Financial Adviser dedicated to your professional growth.
- Benefits: Enjoy a salary up to £36,000, hybrid work, study support, and an annual bonus.
- Why this job: Kickstart your career in financial planning with hands-on experience and a supportive culture.
- Qualifications: Ideal for IFA Administrators or those with paraplanning experience eager to gain qualifications.
- Other info: Flexible working hours and a strong benefits package make this role even more appealing.
The predicted salary is between 21600 - 36000 £ per year.
Location - West Midlands (3 days in the office, 2 days from home)
Salary up to £36,000
Full Time, Part time Permanent
We are working with a national Independent Financial Adviser who are looking to bring on a Trainee Paraplanner. In the role you will work in a pod with experienced paraplanners on a wide range of financial planning cases. A full training and development programme will be put in place. This is a great role for an experienced IFA Administrator or someone with some paraplanning experience that wants to kick on and become a fully diploma qualified Paraplanner.
Key duties of the Trainee Paraplanner:
- Preparing documentation for client review meetings
- Attending and minuting client and prospect meetings
- Production of Suitability Reports for existing clients covering for example, pension draw and contributions, pension transfers, fund switches, bond assignments and surrenders. There is also occasionally a need to recommend protection products.
- Producing full planning reports for new clients.
- Liaising with our Investment Team to communicate changes to client plans which impact on the investment strategy.
- Cashflow Modelling
- Ad hoc Administration duties
What’s on offer?
- Salary up to £36,000 DOE
- Study support to complete Level 4 diploma in Financial Planning
- Hybrid work (2 days a week from home)
- 35 hour working week with flexi starts (8-4 or 9-5)
- Annual bonus up to 10%
- Strong benefits package
If you are interested in the Trainee Paraplanner Position then apply today and one of our consultants will be in touch within 24 hours.
Trainee Paraplanner employer: WEALTHLINK RECRUITMENT LTD
Contact Detail:
WEALTHLINK RECRUITMENT LTD 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 industry. Attend local events or webinars related to financial planning and paraplanning. This can help you make valuable connections and learn more about the role.
✨Tip Number 2
Familiarise yourself with the tools and software commonly used in paraplanning, such as cashflow modelling software and report generation tools. Being knowledgeable about these can give you an edge during interviews.
✨Tip Number 3
Consider reaching out to current or former paraplanners for informational interviews. They can provide insights into the day-to-day responsibilities and what skills are most valued in the role.
✨Tip Number 4
Stay updated on the latest trends and regulations in financial planning. Showing that you are proactive about your professional development can impress potential employers and demonstrate your commitment to the field.
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, especially if you have worked as an IFA Administrator or have any paraplanning experience. Emphasise skills related to financial planning and administration.
Craft a Compelling Cover Letter: Write a cover letter that explains why you are interested in the Trainee Paraplanner role. Mention your enthusiasm for financial planning and how the training programme aligns with your career goals.
Showcase Relevant Skills: In your application, highlight specific skills such as documentation preparation, client communication, and any experience with cashflow modelling. These are key aspects of the role.
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 services industry.
How to prepare for a job interview at WEALTHLINK RECRUITMENT LTD
✨Know Your Financial Planning Basics
Brush up on your knowledge of financial planning concepts, especially those related to pensions and investments. Being able to discuss these topics confidently will show your potential employer that you're serious about the role.
✨Demonstrate Your Attention to Detail
As a Trainee Paraplanner, you'll be preparing important documentation. Be prepared to discuss how you ensure accuracy in your work. You might even want to bring examples of past work where attention to detail was crucial.
✨Show Enthusiasm for Learning
Since this role includes a training programme, express your eagerness to learn and grow within the company. Share any relevant experiences where you've taken the initiative to develop your skills or knowledge.
✨Prepare Questions for Your Interviewers
Having thoughtful questions ready shows your interest in the role and the company. Ask about the team dynamics, the training process, or how success is measured in the position. This can also help you determine if the company is the right fit for you.
