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- Tasks: Support experienced Paraplanners and Financial Advisers in delivering exceptional client service.
- Company: Join a dynamic team focused on financial planning and client success.
- Benefits: Enjoy flexible working options, full training, and competitive salary with performance reviews.
- Why this job: Kickstart your career in finance with mentorship and a clear progression path.
- Qualifications: A-Levels or equivalent; degree preferred but not essential; strong interest in financial planning.
- Other info: Ideal for those eager to learn and develop in a supportive environment.
The predicted salary is between 20000 - 30000 £ per year.
About the role
We are seeking a Trainee Paraplanner to support experienced Paraplanners and Financial Advisers in delivering outstanding client service. This entry-level role is ideal for someone starting a career in financial planning, with structured training and mentoring provided to help you develop technical knowledge and progress towards a full paraplanning role.
Key Responsibilities:
- Assist in gathering client information and documentation
- Learn how to conduct basic research into financial products and solutions
- Support with drafting suitability reports under supervision
- Help maintain client records in our back-office system
- Shadow advisers and paraplanners during client meetings and casework
- Support the preparation of financial planning documents and annual reviews
- Stay informed about changes in financial products, regulations, and legislation
- Work towards relevant professional qualifications
Skills and Qualifications:
Essential:
- Strong interest in financial planning and wealth management
- Excellent written and verbal communication skills
- Good attention to detail and a willingness to learn
- Proficient in Microsoft Office (Excel, Word, Outlook)
- Minimum of A-Levels (or equivalent); degree preferred but not required
Desirable:
- Studying towards or interested in starting a Diploma in Financial Planning (DipPFS or equivalent)
- Previous experience in a financial services or administrative role is a plus
Personal Attributes:
- Eager to learn and develop within the profession
- Highly organised with strong time management skills
- Team player with a proactive and positive attitude
- Professional and client-focused mindset
What We Offer:
- Full training and mentorship from qualified professionals
- Support for professional exams and qualifications
- Clear progression path towards Paraplanner
- Friendly and inclusive team environment
- Flexible working options and study leave
- Competitive salary with performance-based reviews
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Trainee Paraplanner employer: Talent Smart
Contact Detail:
Talent Smart Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner
✨Tip Number 1
Familiarise yourself with the basics of financial planning and wealth management. This will not only help you understand the role better but also show your genuine interest during interviews.
✨Tip Number 2
Network with professionals in the financial services industry. Attend relevant events or join online forums to connect with experienced Paraplanners and Financial Advisers who can provide insights and potentially refer you to opportunities.
✨Tip Number 3
Stay updated on current financial products, regulations, and market trends. This knowledge will be beneficial during interviews and will demonstrate your commitment to the field.
✨Tip Number 4
Consider shadowing a professional in the field, even if it's informal. This hands-on experience can give you a clearer picture of the day-to-day responsibilities and help you articulate your understanding during the application process.
We think you need these skills to ace Trainee Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your interest in financial planning and any relevant skills or experiences. Emphasise your communication skills, attention to detail, and proficiency in Microsoft Office.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the Trainee Paraplanner role. Mention why you are interested in financial planning and how you align with the company's values and goals.
Highlight Relevant Qualifications: If you have A-Levels or are studying towards a Diploma in Financial Planning, make sure to mention these qualifications prominently. Even if you don't have a degree, express your eagerness to learn and develop in the field.
Showcase Your Willingness to Learn: In your application, convey your eagerness to learn and grow within the profession. Mention any previous experiences in financial services or administrative roles, even if they are not directly related, to demonstrate your proactive attitude.
How to prepare for a job interview at Talent Smart
✨Show Your Enthusiasm for Financial Planning
Make sure to express your genuine interest in financial planning during the interview. Talk about what excites you about the industry and how you see yourself growing within it. This will demonstrate your eagerness to learn and develop in the role.
✨Prepare for Common Questions
Anticipate questions related to your understanding of financial products and your motivation for applying. Be ready to discuss any relevant coursework or experiences, even if they are limited. This shows that you have done your homework and are serious about the position.
✨Highlight Your Attention to Detail
Since the role requires good attention to detail, be prepared to provide examples from your past experiences where you demonstrated this skill. Whether it's through academic projects or previous jobs, showcasing your meticulous nature can set you apart.
✨Ask Insightful Questions
At the end of the interview, ask thoughtful questions about the training process, team dynamics, or the company's approach to client service. This not only shows your interest but also helps you gauge if the company is the right fit for you.
