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For Companies At a Glance
- Tasks: Join our Paraplanning team to assess new business and support Financial Advisers.
- Company: We are a leading Financial Advisory, Asset Management & Stockbroking firm.
- Benefits: Gain hands-on experience in finance with potential for career growth.
- Why this job: Perfect for those looking to advance in Financial Services while making an impact.
- Qualifications: 1-3 years in Financial Services; pursuing a Diploma in Financial Planning is a plus.
- Other info: Ideal for Investment Administrators ready to transition into Paraplanning.
The predicted salary is between 24000 - 36000 £ per year.
Job Description
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses.\\nWe are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures.\\nThe ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3)
Trainee Paraplanner employer: Lime People Search & Select Ltd
Contact Detail:
Lime People Search & Select Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner
✨Tip Number 1
Familiarize yourself with the key responsibilities of a Trainee Paraplanner. Understanding the nuances of assessing new business and producing suitability letters will give you an edge during discussions with our team.
✨Tip Number 2
Network with professionals in the financial services industry. Engaging with Financial Advisers or other Paraplanners can provide insights into the role and help you build connections that may benefit your application.
✨Tip Number 3
Stay updated on regulatory procedures relevant to financial advice. Demonstrating your knowledge of compliance and regulations during your interactions with us will show your commitment to the field.
✨Tip Number 4
If you're currently in an Investment Administration role, highlight your experience and any relevant qualifications. Show us how your background aligns with the skills needed for a successful transition into Paraplanning.
We think you need these skills to ace Trainee Paraplanner
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities of a Trainee Paraplanner. Familiarize yourself with the tasks such as assessing new business, liaising with Financial Advisers, and producing suitability letters.
Highlight Relevant Experience: In your CV and cover letter, emphasize any relevant experience in Investment Administration or Financial Services. Mention specific tasks you've handled that align with the job description.
Show Your Commitment to Learning: Since the ideal candidate is working towards a Diploma in Financial Planning, mention any relevant qualifications or exams you have completed. This shows your commitment to professional development.
Tailor Your Application: Customize your application materials to reflect the language and values of the company. Use keywords from the job description to demonstrate that you are a good fit for the role.
How to prepare for a job interview at Lime People Search & Select Ltd
✨Understand the Role
Make sure you have a clear understanding of what a Trainee Paraplanner does. Familiarize yourself with the responsibilities mentioned in the job description, such as assessing new business and liaising with Financial Advisers.
✨Showcase Relevant Experience
If you have experience in Investment Administration or Financial Services, be ready to discuss specific examples. Highlight how your past roles have prepared you for the responsibilities of a Trainee Paraplanner.
✨Prepare Questions
Think of insightful questions to ask during the interview. This shows your interest in the role and helps you understand the company’s culture and expectations better.
✨Demonstrate Your Commitment to Learning
Since the ideal candidate is working towards a Diploma in Financial Planning, express your commitment to professional development. Mention any relevant exams you’ve completed or are planning to take.
