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- Tasks: Join us as a Trainee Paraplanner, conducting research and preparing financial plans.
- Company: Be part of a dynamic financial services team in London, dedicated to client success.
- Benefits: Enjoy flexible working options, ongoing training, and support towards your Diploma qualification.
- Why this job: Kickstart your career in finance with hands-on experience and a supportive team culture.
- Qualifications: Ideal for those halfway to Diploma qualification, with strong communication and analytical skills.
- Other info: Opportunity to work closely with clients and industry experts while gaining valuable insights.
The predicted salary is between 20000 - 30000 £ per year.
Our client is looking for a Trainee Paraplanner to join their team. This role is suitable for an individual who is halfway to being Diploma qualified and aims to become a fully qualified Paraplanner.
Key Responsibilities:
- Provide research and analysis of investment funds and financial products, considering client objectives.
- Conduct fund research using FE Analytics where appropriate.
- Review asset allocation for investment and pension holdings.
- Complete financial cashflow forecasts to demonstrate the client\’s current and future financial positions.
- Prepare Financial Plans outlining the client’s current position, future goals, and strategies to achieve them.
- Prepare fund switch and encashment letters based on advice provided.
- Obtain applications, key features documents, factsheets, illustrations, and product comparison quotes from appropriate sources, providing clear research of the advice.
- Liaise with Product Providers and Third Parties regarding technical queries.
- Work effectively within a team.
- Accurately complete new business sheets for handover to the PA.
- Successfully complete all relevant exams as per your training plan.
- Regularly update and maintain industry and product knowledge through webinars, seminars, and training sessions.
- Previous experience in a similar role within financial services is preferred.
- Apply technical financial knowledge practically within your career.
- Experience in data research and report writing within financial services.
- Proficiency with Microsoft Office suite (Word, Excel, Outlook, PowerPoint) or similar tools.
- Maintain a professional attitude with a strong customer focus, aiming for the best outcomes for clients and the business.
- Be flexible and proactive in completing tasks.
- Work towards achieving full Diploma qualification.
- Have a good understanding of the Financial Planning process.
- Possess strong interpersonal, written, and verbal communication skills.
- Provide excellent customer service to advisers and clients.
- Demonstrate excellent planning and organizational skills.
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Trainee Paraplanner - London employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner - London
✨Tip Number 1
Familiarise yourself with the latest financial products and investment funds. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 2
Network with professionals in the financial services industry. Attend relevant webinars, seminars, or local meetups to connect with potential colleagues and mentors who can provide insights and possibly refer you to opportunities.
✨Tip Number 3
Practice your analytical skills by conducting mock fund research using tools like FE Analytics. This hands-on experience will prepare you for the practical aspects of the role and show your proactive approach during interviews.
✨Tip Number 4
Prepare to discuss your understanding of the Financial Planning process in detail. Be ready to explain how you would approach client objectives and asset allocation, as this will highlight your readiness for the Trainee Paraplanner position.
We think you need these skills to ace Trainee Paraplanner - London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Trainee Paraplanner role. Emphasise any previous work in financial services, research capabilities, and your progress towards Diploma qualification.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the role. Mention specific skills such as research and analysis, and how they relate to the responsibilities outlined in the job description.
Highlight Relevant Experience: If you have experience in data research or report writing, make sure to detail this in your application. Provide examples of how you've applied technical financial knowledge in practical situations.
Showcase Communication Skills: Since strong interpersonal and communication skills are crucial for this role, include examples in your application that demonstrate your ability to communicate effectively with clients and team members.
How to prepare for a job interview at Artemis Recruitment Consultants
✨Know Your Financial Products
Make sure you have a solid understanding of various investment funds and financial products. Be prepared to discuss how these products align with client objectives, as this will demonstrate your knowledge and readiness for the role.
✨Showcase Your Research Skills
Since the role involves conducting fund research using tools like FE Analytics, be ready to talk about any previous experience you have with data research and report writing. Highlight specific examples where your research has led to successful outcomes.
✨Demonstrate Communication Skills
Strong interpersonal and communication skills are crucial for this position. Practice articulating your thoughts clearly and concisely, as you'll need to explain complex financial concepts to clients and advisers effectively.
✨Exhibit a Customer-Focused Attitude
Prepare to discuss how you prioritise customer service in your work. Share examples of how you've gone above and beyond to ensure client satisfaction, as this aligns with the company's values and expectations.
