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- Tasks: Support the Administration Manager and produce financial planning reports.
- Company: Join a leading finance planning organisation in Southport with a growing team.
- Benefits: Enjoy hybrid work, 25 days holiday, life cover, gym membership, and more!
- Why this job: Gain valuable experience in finance while contributing to a supportive and dynamic culture.
- Qualifications: 3 years in financial planning and progress towards diploma qualifications required.
- Other info: Email your CV today; we’ll contact you if you’re shortlisted!
The predicted salary is between 19800 - 46200 £ per year.
My client is a leading finance planning organisation based in Southport and are looking for a Trainee Paraplanner to join their growing team!
Initially you will support the Administration Manager as you learn the processes of the business. Duties will then include:
- Production of Annual review and recommendation (Suitability) reports across a range of Financial Planning products and strategies.
- Responsible for CRM data updates to evidence Client Servicing in line with KPIs and KRIs.
- Production of Management Information where appropriate.
- Attend monthly meetings with paraplanners and support any issues raised if delegated as assigned actions.
- Reference point for advanced technical enquiries.
- Undertaking the support of product/platform research and due diligence.
- Keeping suitability reports and other documentation up to date and of the required standard.
- Support the advice process to ensure it is as frictionless as possible with agreed processes adhered to by all dependent teams.
- Ensuring that processes are adhered to ensure that we meet all regulatory requirements (MIFID II, IDD etc).
This is a hybrid role with office days based at the company head office in Southport. Salary on offer is up to £33,000 per annum with an excellent benefits package including 25 days holiday, life cover, 5% pension matched contribution, enhanced maternity and paternity pay, discretionary bonus and gym membership.
To be suitable for this role you will have 3 years' experience gained in financial planning and have started your diploma qualifications.
Email your CV today to be considered for this role - if you do not hear from us within 10 days, please assume you have not been successful.
Trainee Paraplanner in Southport employer: NMS Recruit
Contact Detail:
NMS Recruit Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner in Southport
✨Tip Number 1
Familiarise yourself with the key financial planning products and strategies that the company uses. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the finance industry, especially those who work as paraplanners. Engaging with them can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Stay updated on regulatory requirements like MIFID II and IDD. Showing that you are knowledgeable about compliance will set you apart from other candidates.
✨Tip Number 4
Prepare questions for the interview that reflect your understanding of the company's processes and how you can contribute to making them more efficient. This shows initiative and a proactive mindset.
We think you need these skills to ace Trainee Paraplanner in Southport
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning. Emphasise any roles where you've supported administration or produced reports, as these are key aspects of the Trainee Paraplanner position.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the responsibilities mentioned in the job description. Explain how your background and skills align with the requirements, particularly your experience with CRM systems and regulatory compliance.
Showcase Your Qualifications: Mention any diploma qualifications you have started or completed in financial planning. This will demonstrate your commitment to the field and your readiness for the role.
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 in the finance sector.
How to prepare for a job interview at NMS Recruit
✨Understand Financial Planning Basics
Make sure you have a solid grasp of financial planning concepts and products. Brush up on your knowledge of MIFID II and IDD regulations, as these are crucial for the role.
✨Showcase Your Experience
Be prepared to discuss your previous experience in financial planning. Highlight specific examples where you've successfully contributed to client servicing or produced reports, as this will demonstrate your capability.
✨Prepare Questions
Think of insightful questions to ask during the interview. This shows your interest in the company and the role, and it can help you gauge if the company culture aligns with your values.
✨Demonstrate Team Collaboration Skills
Since the role involves working closely with paraplanners and other teams, be ready to discuss how you've effectively collaborated in past roles. Share examples that highlight your ability to support others and resolve issues.
