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- Tasks: Support financial advisers by managing client files and ensuring accurate records.
- Company: Join a client-focused IFA business in North Leeds with a growing team.
- Benefits: Enjoy hybrid work, competitive salary, 25 days holiday, and a solid pension plan.
- Why this job: Gain hands-on experience in financial planning while making a real impact on clients' lives.
- Qualifications: Must have private wealth adviser support experience and a desire to learn suitability work.
- Other info: Work in a collaborative environment with access to advanced back-office tools.
The predicted salary is between 21600 - 36000 £ per year.
The Company: A very client-centric IFA business based in North Leeds who are looking to attract a Financial Planning Administrator/Trainee Paraplanner in support of their ever-expanding financial adviser base. You must hold private wealth focused adviser support experience and be looking to step into basic suitability work quite quickly: Office Location: Headingley, North Leeds Hybrid/Home Working: Yes – 3-days office, 2-days WFH Package: £27-30k base DOE + annual bonus & full company benefits Key Benefits: 8% non-contributory pension, 4xDIS & PMI Holidays: 25 days holiday + stats The Role: Sits within the firm’s back-office support team working closely with clients to help them achieve their financial goals in a cashflow modelling/lifestyle planning style of advice. Administrative duties include: Preparing and maintaining the client file and electronic records via the use of our Intelligent Office back-office system and ensuring all information meets the requirements of the Company and FCA Working collaboratively with all back-office tools such as CMT, Finametrica and PAS while also ensuring all information is updated and accurate at all times – to include Service Case and Workflow management. Liaising with a variety of Product Providers, obtaining…
Financial Planning Assistant/Trainee Paraplanner employer: CB3 Associates Ltd
Contact Detail:
CB3 Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Assistant/Trainee Paraplanner
✨Tip Number 1
Familiarize yourself with the Intelligent Office back-office system, as this is crucial for the role. Understanding how to navigate and utilize this software will give you a significant advantage during the interview process.
✨Tip Number 2
Brush up on your knowledge of cashflow modelling and lifestyle planning. Being able to discuss these concepts confidently will demonstrate your readiness to step into suitability work quickly.
✨Tip Number 3
Network with professionals in the financial planning industry, especially those who work in IFA businesses. This can provide you with insights and potentially valuable connections that could help you land the job.
✨Tip Number 4
Prepare to discuss your previous experience in private wealth adviser support. Be ready to share specific examples of how you've contributed to client success, as this aligns closely with the company's client-centric approach.
We think you need these skills to ace Financial Planning Assistant/Trainee Paraplanner
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Financial Planning Assistant/Trainee Paraplanner position. Understand the key responsibilities and required skills, especially focusing on private wealth adviser support experience.
Tailor Your CV: Customize your CV to highlight relevant experience in financial planning and administrative support. Emphasize any previous roles where you worked closely with clients or used back-office systems like Intelligent Office.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your client-centric approach. Mention specific experiences that demonstrate your ability to support financial advisers and manage client files effectively.
Highlight Relevant Skills: In your application, make sure to highlight skills that are particularly relevant to the role, such as cashflow modelling, lifestyle planning, and familiarity with tools like CMT and Finametrica. This will show that you are well-prepared for the tasks involved.
How to prepare for a job interview at CB3 Associates Ltd
✨Understand the Company Culture
Research the client-centric approach of the company and be prepared to discuss how your values align with theirs. Show that you understand the importance of supporting financial advisers and helping clients achieve their financial goals.
✨Highlight Relevant Experience
Be ready to talk about your private wealth focused adviser support experience. Provide specific examples of how you've contributed to similar roles, especially in administrative tasks and client interactions.
✨Familiarize Yourself with Tools
Since the role involves using various back-office tools like Intelligent Office, CMT, and Finametrica, it’s beneficial to familiarize yourself with these systems. Mention any relevant experience you have with similar software during the interview.
✨Prepare Questions
Prepare insightful questions about the role and the team dynamics. This shows your genuine interest in the position and helps you assess if the company is the right fit for you.
