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- Tasks: Support financial advisers and develop your skills in paraplanning.
- Company: Join a rewarding organisation with a supportive culture.
- Benefits: Enjoy 30 days holiday, gym membership, and exam support.
- Other info: Flexible hybrid working and great team socials await you!
- Why this job: Kickstart your career in financial services with full training provided.
- Qualifications: No prior experience needed, just a passion for learning and detail.
The predicted salary is between 25000 - 27500 £ per year.
This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What’s most important is the desire to learn and build a worthwhile career.
Location: Office based primarily but home working is available for up to 2 days per week
Hours: 5 days per week - 9am until 5pm (Monday - Friday)
Salary: £25,000 - £27,500+ Negotiable
Contract type: Permanent
Benefits:
- 30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company shutdown is also in addition)
- NHS Top up Medical Cash Plan (increasing with length of service)
- Gym membership
- Free onsite parking
- Bike to work scheme
- Exam support and funding
- Inhouse development path for those that want to develop throughout the various roles
- Team socials
Role purpose: An exciting new opportunity has arisen within the Paraplanning team providing paraplanning support to the Paraplanners, Advisers and wider business.
Key Duties and Responsibilities:
- Providing paraplanning support to the Financial adviser team across more simple products and cases with a view of developing into more complex advice areas and cases in development and learning journey
- Sending Letter of Authorities to third party providers
- Chasing outstanding information with third party providers
- Analysing of policy information
- Preparation of basic suitability letter and reports
- Accurately recording clients data and compliance
- Communication between client and adviser to ensure both parties are updated throughout the process
- Working within desired timescales for completion of tasks
- Project a professional image in both appearance and attitude and provide quality support on time to agreed standards
- Maintain up to date industry knowledge and awareness by attending training days and keeping abreast of advice and process changes internally
- Develop technical competence at an appropriate level to meet the requirements of the role
- Maintain a good working relationship with colleagues, clients and third parties.
Person Specification:
- Genuine interest in Financial Services and paraplanning as a long term career
- Interest in taking exams and keen to develop is essential
- High level of attention to detail and accuracy
- Highly organised
- Excellent written and verbal communication skills
- IT Skills
- Demonstrates a positive attitude at all times
- Works well as an individual and also as part of a large team
Trainee Paraplanner (Hybrid) in Wrexham employer: Career Choices Dewis Gyrfa Ltd
Contact Detail:
Career Choices Dewis Gyrfa Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner (Hybrid) in Wrexham
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those in paraplanning. Use LinkedIn to connect and engage with professionals; you never know who might have a lead on a job or can offer valuable advice.
✨Tip Number 2
Prepare for interviews by researching common questions and practicing your responses. We recommend doing mock interviews with friends or family to build confidence. Remember, it’s all about showcasing your eagerness to learn and grow in the role!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a thank-you email expressing your appreciation for the opportunity. It shows professionalism and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that Trainee Paraplanner role! We love seeing candidates who take the initiative to apply directly, and it helps us get to know you better right from the start.
We think you need these skills to ace Trainee Paraplanner (Hybrid) in Wrexham
Some tips for your application 🫡
Show Your Enthusiasm: Let your passion for financial services shine through in your application. We want to see that you're genuinely excited about the opportunity to learn and grow with us as a Trainee Paraplanner.
Tailor Your CV: Make sure your CV highlights any relevant skills or experiences, even if they’re not directly related to paraplanning. We appreciate attention to detail, so customise it to reflect how you fit the role perfectly.
Craft a Compelling Cover Letter: Your cover letter is your chance to tell us why you want to join our team. Share your career aspirations and how you plan to develop within the company. Keep it friendly and professional!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team.
How to prepare for a job interview at Career Choices Dewis Gyrfa Ltd
✨Show Your Enthusiasm for Learning
Since prior experience isn't essential, make sure to express your genuine interest in the financial services industry and paraplanning. Share examples of how you've pursued learning opportunities in the past, whether through courses, reading, or relevant projects.
✨Demonstrate Attention to Detail
As a Trainee Paraplanner, attention to detail is crucial. During the interview, highlight instances where your meticulous nature has helped you succeed in previous roles or studies. You could even mention specific tools or methods you use to stay organised and accurate.
✨Prepare Questions About Development Opportunities
This role offers a clear path for development, so come prepared with questions about training and growth within the company. This shows that you're not just looking for a job, but are genuinely interested in building a long-term career with them.
✨Practice Professional Communication
Since you'll be communicating with clients and advisers, practice articulating your thoughts clearly and professionally. Consider doing mock interviews with friends or family to refine your verbal communication skills and ensure you project confidence during the actual interview.