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- Tasks: Support Advisers in creating suitability reports and conducting financial analysis.
- Company: Join TrinityBridge, a diverse and inclusive financial planning firm.
- Benefits: Enjoy flexible work options and a supportive team culture.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Must have a Regulated Diploma in Financial Planning and strong communication skills.
- Other info: We celebrate diversity and encourage applicants from all backgrounds.
The predicted salary is between 36000 - 60000 £ per year.
Join TrinityBridge Paraplanning team where you will support Advisers, and ultimately clients, in the advice giving process with suitability reports, product research and technical analysis.
RESPONSIBILITIES
- Discuss client objectives with the Adviser during debrief.
- Identify any shortfalls in client information and discuss with the Adviser.
- Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser.
- Undertake research to identify suitable solutions to meet the client’s needs.
- Request and obtain information/comparisons for analysis by the Adviser within agreed timeframes.
- Consider current and future allocation of assets for investment strategy with regard to client risk profile.
- Check all compliance paperwork and internal sign off documents are present.
- Prepare draft recommendation reports to be discussed and signed off by the Adviser.
- Ensure any recommendations detailed in a report are in line with any internal guidance/procedures and the up to date report template is used.
- Request and obtain application forms and other associated paperwork.
- Submit paperwork when advice taken up in accordance with Company procedures.
- Ensure all paperwork is in order.
- Ensure appropriate data is accurately recorded on Company back-office system(s) and updated in line with Company procedures.
- On-going servicing of clients, for example withdrawals or fund switches.
- Ensure adherence to Department’s and Company procedures, including all Compliance guidelines, and Department’s Key Performance Indicators (KPIs)/objectives.
WE WOULD LOVE TO HEAR FROM YOU IF:
- Minimum of Regulated Diploma in Financial Planning (CII) or Diploma in Financial Planning.
- To be level 4 qualified.
- Understanding of the Financial Planning process, including any Paraplanning department’s processes and procedures, and ensure that these are followed in all instances.
- Ability to work within defined business processes and to achieve agreed outcomes without supervision.
- Ability to multi-task and to prioritise and plan own workload.
- Good report writing and communication skills.
At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
Paraplanner employer: Close Brothers Group
Contact Detail:
Close Brothers Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the Financial Planning process and the specific responsibilities of a Paraplanner. Understanding the nuances of suitability reports, product research, and compliance guidelines will give you an edge in discussions with our team.
✨Tip Number 2
Network with current or former Paraplanners to gain insights into their day-to-day tasks and challenges. This can help you articulate your understanding of the role during interviews and demonstrate your commitment to the profession.
✨Tip Number 3
Brush up on your report writing and communication skills, as these are crucial for the role. Consider creating sample reports or engaging in mock discussions to showcase your ability to convey complex information clearly.
✨Tip Number 4
Stay updated on industry trends and regulatory changes that affect financial planning. Being knowledgeable about current events will not only impress us but also show your dedication to continuous learning in the field.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner at TrinityBridge. Familiarise yourself with the key tasks such as preparing suitability reports and conducting financial analysis.
Tailor Your CV: Highlight your qualifications, especially your Regulated Diploma in Financial Planning and any relevant experience in financial planning or paraplanning. Make sure to showcase your report writing and communication skills.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the financial planning process and your ability to work independently. Mention your enthusiasm for supporting Advisers and clients, and how your background aligns with TrinityBridge's values of diversity and inclusivity.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. Ensure that all information is accurate and that your documents are formatted professionally to make a great first impression.
How to prepare for a job interview at Close Brothers Group
✨Understand the Financial Planning Process
Make sure you have a solid grasp of the financial planning process and the specific responsibilities of a paraplanner. Be prepared to discuss how you would support advisers in creating suitability reports and conducting product research.
✨Showcase Your Report Writing Skills
Since good report writing is crucial for this role, bring examples of your previous work or be ready to discuss your approach to drafting recommendation reports. Highlight your attention to detail and adherence to compliance guidelines.
✨Demonstrate Your Analytical Skills
Prepare to talk about your experience with financial analysis and how you've identified suitable solutions for clients in the past. Use specific examples to illustrate your ability to assess client needs and recommend appropriate strategies.
✨Emphasise Your Ability to Multi-task
The role requires managing multiple tasks efficiently. Be ready to share how you prioritise your workload and ensure that all necessary paperwork is completed accurately and on time, especially under tight deadlines.
