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For Companies At a Glance
- Tasks: Support experienced Paraplanners in preparing financial reports and conducting product research.
- Company: Join a growing team focused on financial planning and professional development.
- Benefits: Enjoy full support for qualifications, mentorship, flexible working options, and career progression.
- Why this job: Kickstart your finance career with hands-on training and a collaborative work environment.
- Qualifications: A genuine interest in financial advice and basic knowledge of financial products is essential.
- Other info: This is a full-time role with opportunities to gain industry-recognised qualifications.
The predicted salary is between 20000 - 30000 £ per year.
Job Description
We're looking for a Trainee Paraplanner to join our client's growing team and take the first step towards becoming a qualified financial planning professional.This is a fantastic opportunity for someone with a basic understanding of financial products and services who's eager to learn, grow, and gain industry-recognised qualifications.Your role:
- Supporting experienced Paraplanners and Financial Advisers in preparing financial reports and client documentation
- Conducting product and fund research
- Assisting with administrative duties related to financial planning
- Learning the ins and outs of cashflow modelling, tax planning, pensions, investments, and protection
- Working towards the Diploma in Regulated Financial Planning (CII) or equivalent qualification
Who we're looking for:
- A genuine interest in financial advice and planning
- Basic knowledge of financial products such as pensions, ISAs, and investments
- Strong attention to detail and willingness to learn
- Excellent written and verbal communication skills
- Ideally, some experience in a financial services environment (but not essential)
- Desire and commitment to work towards professional qualifications
What you'll receive:
- Full support and funding towards CII qualifications
- On-the-job training with mentorship from experienced professionals
- Opportunities for career progression into Paraplanning or Advisory roles
- A friendly, collaborative work environment
- Flexible working options
Trainee Paraplanner employer: BMC Recruitment Group
Contact Detail:
BMC Recruitment Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner
✨Tip Number 1
Familiarise yourself with key financial products like pensions, ISAs, and investments. This foundational knowledge will not only help you in interviews but also demonstrate your genuine interest in the field.
✨Tip Number 2
Network with professionals in the financial services industry. Attend local finance events or join online forums to connect with experienced Paraplanners and Financial Advisers who can provide insights and potentially refer you.
✨Tip Number 3
Showcase your willingness to learn by engaging in relevant online courses or webinars. Highlighting any additional qualifications or training can set you apart from other candidates.
✨Tip Number 4
Prepare thoughtful questions about the role and the company during your interview. This shows your enthusiasm for the position and helps you understand how you can contribute to the team.
We think you need these skills to ace Trainee Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Trainee Paraplanner. Familiarise yourself with financial products and services, as well as the qualifications required for the role.
Tailor Your CV: Highlight any relevant experience or skills related to financial services in your CV. Emphasise your attention to detail, communication skills, and eagerness to learn, as these are key attributes for this position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your genuine interest in financial advice and planning. Mention your basic knowledge of financial products and express your commitment to pursuing professional qualifications.
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 and professionalism.
How to prepare for a job interview at BMC Recruitment Group
✨Show Your Enthusiasm for Financial Planning
Make sure to express your genuine interest in financial advice and planning during the interview. Share any relevant experiences or knowledge you have about financial products like pensions and ISAs, as this will demonstrate your eagerness to learn and grow in the role.
✨Prepare for Technical Questions
Since the role involves supporting Paraplanners and Financial Advisers, be ready to answer questions related to financial reports, cashflow modelling, and tax planning. Brush up on these topics beforehand so you can speak confidently about them.
✨Highlight Your Attention to Detail
Attention to detail is crucial in financial planning. Be prepared to discuss examples from your past experiences where your attention to detail made a difference. This could be in academic work, previous jobs, or even personal projects.
✨Ask Insightful Questions
At the end of the interview, take the opportunity to ask thoughtful questions about the company culture, training opportunities, and career progression. This shows that you are serious about the position and eager to understand how you can contribute to the team.
