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- Tasks: Assist in preparing reports and client documentation while conducting research on financial products.
- Company: Join a well-established financial planning firm in Southport, dedicated to personal growth and career development.
- Benefits: Enjoy a salary of £35,000, bonuses, flexible hours, and a range of health perks.
- Why this job: This role offers a clear career path in paraplanning within a supportive team environment.
- Qualifications: Experience in financial planning or wealth management is essential; progress towards Level 4 Diploma preferred.
- Other info: Full support for exams and study, plus 25 days holiday and office closure over Christmas.
The predicted salary is between 28000 - 42000 £ per year.
A well-established and growing financial planning firm in Southport is looking for a Trainee Paraplanner to join their team. This is an excellent opportunity for someone with experience in financial planning or wealth management administration who is ready to take the next step in their career.
What You’ll Be Doing:
- Assist in preparing suitability reports, top-up letters and withdrawal documentation
- Conduct research across pensions, investments and protection plans
- Prepare files for client meetings, attend reviews and follow up on action points
- Ensure all documentation meets compliance standards
- Handle client communication and support adviser diary management
What We’re Looking For:
- Experience in financial planning or wealth management administration
- Progress toward the Level 4 Diploma in Regulated Financial Planning
- Good understanding of Microsoft Office; knowledge of financial software is a bonus
- Strong communication skills, both written and verbal
- Excellent attention to detail and a team-focused attitude
- Understanding of FCA regulations and industry standards
What’s on Offer:
- Salary up to £35,000
- Bonus scheme of up to 15%
- Flexible working hours
- Matched pension contribution
- Death in service cover
- Online GP service
- Subsidised gym membership
- Dental cover
- 25 days holiday + bank holidays
- Office closure over Christmas and New Year
- Full support and funding for exams and study
- Clear career development pathway
If you’re looking to build a long-term career in paraplanning and want to join a supportive team that values personal growth, we’d love to hear from you. Apply now or get in touch to learn more.
Trainee Paraplanner employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner
✨Tip Number 1
Familiarise yourself with the latest FCA regulations and industry standards. This knowledge will not only help you in interviews but also demonstrate your commitment to the role and the financial planning profession.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who are already working as paraplanners. Attend industry events or join relevant online forums to gain insights and potentially get referrals.
✨Tip Number 3
Brush up on your Microsoft Office skills, particularly Excel and PowerPoint, as these tools are essential for preparing reports and presentations. Consider taking a short course if you feel you need to improve your proficiency.
✨Tip Number 4
Prepare to discuss your experience in financial planning or wealth management administration during the interview. Be ready to share specific examples of how you've contributed to team projects or client communications.
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 financial planning or wealth management administration. Emphasise any progress towards the Level 4 Diploma in Regulated Financial Planning and your understanding of FCA regulations.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your desire to grow within the industry. Mention specific skills, such as strong communication and attention to detail, that align with the job requirements.
Showcase Relevant Skills: In your application, clearly demonstrate your proficiency in Microsoft Office and any financial software you are familiar with. Provide examples of how you've used these tools in previous roles.
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 crucial for a Trainee Paraplanner role.
How to prepare for a job interview at Recruit UK
✨Showcase Your Financial Knowledge
Make sure to brush up on your understanding of financial planning concepts, especially pensions, investments, and protection plans. Being able to discuss these topics confidently will demonstrate your readiness for the role.
✨Highlight Relevant Experience
Prepare to talk about your previous experience in financial planning or wealth management administration. Use specific examples to illustrate how your background aligns with the responsibilities of a Trainee Paraplanner.
✨Demonstrate Attention to Detail
Since the role requires preparing compliance documentation, be ready to discuss how you ensure accuracy in your work. You might want to share examples of how you've handled detailed tasks in the past.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and career development opportunities. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
