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- Tasks: Support a director with paraplanning, research, and client cashflow analysis.
- Company: Join a well-established firm with offices in Norwich and Ipswich.
- Benefits: Enjoy flexible working, 24 days holiday, and wellness programmes.
- Why this job: Gain valuable experience in a supportive environment while making a real impact.
- Qualifications: Level 4 Diploma or working towards it, plus IFA experience.
- Other info: Remote work options available; perfect for balancing studies and work.
The predicted salary is between 28000 - 42000 £ per year.
Location CHORLEY Salary Competitive TypePermanent WorkplaceOn-Site Ref88917 Recruiter Managing This Role Trainee Paraplanner Financial Planning Support We are seeking a motivated Trainee Paraplanner to join a well-established financial planning firm. This is an exciting opportunity for someone looking to start their career in paraplanning and gain hands-on experience in producing high-quality financial planning reports. Key Responsibilities Interpret adviser client files to understand client needs and translate these into Financial Planning Reports. Conduct research and analysis to identify suitable providers, products, and investment funds. Liaise with the Technical Team and Compliance Team to ensure accurate, compliant advice preparation. Prepare reports within agreed timescales, ensuring accuracy in spelling, composition, and data entry. Maintain up-to-date records on the paraplanning log. Commit to a Personal Development Plan and maintain performance standards. Comply with Financial Services and Markets Act 2000, FCA Statements of Principle
Trainee Paraplanner employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work as paraplanners or within IFAs. Attend local events or join online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest tools and software used in paraplanning. Being proficient in these can set you apart from other candidates and show your commitment to the role.
✨Tip Number 3
Consider reaching out to current or former employees of the company to gain insights into their experiences. This can help you understand the company culture and what they value in a trainee paraplanner.
✨Tip Number 4
Prepare for the interview by brushing up on your knowledge of financial regulations and client servicing best practices. Demonstrating your understanding of these areas will show that you're ready to contribute effectively from day one.
We think you need these skills to ace Trainee Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in paraplanning and client servicing. Emphasise any technical support roles you've held, and ensure your Level 4 Diploma qualification is clearly stated.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the requirements of the Trainee Paraplanner role. Mention your previous experience with IFAs and how it has prepared you for this position. Show enthusiasm for the company and the opportunity.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as research, analysis, and cashflow preparation. Provide examples of how you've successfully used these skills in past roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is essential in the financial services industry.
How to prepare for a job interview at Heat Recruitment
✨Showcase Your Technical Knowledge
As a Trainee Paraplanner, you'll need to demonstrate your understanding of paraplanning and technical support. Brush up on relevant financial regulations and be prepared to discuss how you've applied your knowledge in previous roles.
✨Highlight Client Servicing Experience
Since the role involves client servicing and IFA administration duties, be ready to share specific examples of how you've successfully managed client relationships in the past. This will show your potential employer that you can handle the responsibilities of the position.
✨Prepare for Technical Questions
Expect questions that test your analytical skills and understanding of cashflow preparation. Practise answering common paraplanning scenarios or case studies to demonstrate your problem-solving abilities during the interview.
✨Ask Insightful Questions
At the end of the interview, take the opportunity to ask thoughtful questions about the company culture, team dynamics, and growth opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
