Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Advisers by preparing reports and ensuring quality documentation.
- Company: Join a well-established wealth management firm with a strong growth trajectory.
- Benefits: Enjoy hybrid working, 25 holidays, private medical insurance, and team social events.
- Why this job: Gain valuable experience in paraplanning while working in a supportive and dynamic team environment.
- Qualifications: Previous paraplanning experience and report writing skills are essential.
- Other info: Participate in fully expensed social events and develop your career in a collaborative setting.
The predicted salary is between 24000 - 36000 £ per year.
As part of their ongoing growth plans, our client, a well-established wealth management firm, is looking to add additional resources to their paraplanning team and are recruiting for a Trainee Paraplanner.
Reporting to the Senior Paraplanners, the individual will be based out of offices near Chester-le-Street and the role will offer hybrid working, if desired, after an initial training period.
As a Trainee Paraplanner, supporting up to 10 Advisers, your role will be varied and as you develop, you\’ll gain experience across more complex work. This opportunity offers development within a paraplanning capacity and will appeal to career Paraplanners.
Responsibilities will include:- Obtain and verify information from the Adviser Liaise with the Adviser and Client as appropriate, to complete any required information Gather ceding scheme information from third parties Use checklists to ensure quality of documentation is suitable Prepare suitability letters and reports, in liaison with administrators Take responsibility for updating Client files and system records, as required, in respect of suitability letters, reports and ceding scheme information Liaise with Head Office administration centres, as appropriate Work within and stay up to date with template changes and advice notes Support other team members, when required Attend forums and workshops
Benefits:
- Hours: 34 (M-T 9-5, Fri 9-4) hybrid working available (1 office/4 home)
- Holidays: 25 plus stats
- Pension: 3/5%
- Private Medical Insurance
- Annual Bonus
- Free parking
- Team social events
Candidate Requirements:
- Must have some previous paraplanning experience
- As a minimum, must have report writing skills as a Paraplanner
- Have an understanding of pensions, investments and protection products
- Possess good IT skills and be familiar with various research tools, ideally FE Analytics and Voyant
- Able to demonstrate excellent attention to detail, with a focus on quality
- A personable and confident communicator, who can challenge Advisers – appropriately
- A solid team player who will enjoy participating in social events (fully expensed)
#J-18808-Ljbffr
Trainee Paraplanner employer: EGRecruiting Ltd
Contact Detail:
EGRecruiting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner
✨Tip Number 1
Familiarise yourself with the key tools mentioned in the job description, like FE Analytics and Voyant. Having a solid understanding of these platforms will not only boost your confidence but also show your potential employer that you're proactive and ready to hit the ground running.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who work as paraplanners. Attend industry events or join relevant online forums to gain insights and make connections that could lead to job opportunities.
✨Tip Number 3
Brush up on your report writing skills, as this is a crucial part of the role. Consider creating sample reports based on hypothetical scenarios to demonstrate your ability to produce quality documentation when you get the chance to showcase your skills.
✨Tip Number 4
Prepare for interviews by practising how to effectively communicate with advisers and clients. Role-playing common scenarios can help you become more comfortable in challenging conversations, which is essential for a Trainee Paraplanner.
We think you need these skills to ace Trainee Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights any previous paraplanning experience and relevant skills, such as report writing and knowledge of pensions and investments. Use specific examples to demonstrate your capabilities.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your understanding of the responsibilities and how your background aligns with their requirements, particularly your attention to detail and communication skills.
Highlight Relevant Skills: In your application, emphasise your IT skills and familiarity with research tools like FE Analytics and Voyant. This will show that you are well-prepared for the technical 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 for a Trainee Paraplanner.
How to prepare for a job interview at EGRecruiting Ltd
✨Showcase Your Report Writing Skills
Since the role requires strong report writing skills, be prepared to discuss your previous experience in this area. Bring examples of reports you've written or be ready to explain your process for creating clear and concise documentation.
✨Demonstrate Your Knowledge of Financial Products
Make sure you have a solid understanding of pensions, investments, and protection products. Be ready to discuss how these products work and how they can benefit clients, as this will show your potential employer that you're knowledgeable and passionate about the field.
✨Highlight Your Attention to Detail
Attention to detail is crucial in paraplanning. Prepare to give examples of how you've ensured quality in your previous work, whether through checklists or other methods. This will help demonstrate your commitment to accuracy and thoroughness.
✨Be Personable and Confident
As a Trainee Paraplanner, you'll need to communicate effectively with Advisers and clients. Practice your communication skills and think of ways to showcase your ability to challenge Advisers appropriately while maintaining a friendly and professional demeanour.
