At a Glance
- Tasks: Support experienced Paraplanners by compiling reports and conducting product research.
- Company: Join a well-established Independent Financial Advisory practice in Chester with a strong industry reputation.
- Benefits: Enjoy competitive salary, bonuses, exam support, and 25 days holiday plus Bank Holidays.
- Other info: Full-time role with opportunities for career progression and professional development.
- Why this job: Be part of a supportive team focused on client care and professional growth.
- Qualifications: Working towards level 4 Diploma with relevant experience in financial advisory.
The predicted salary is between 24000 - 36000 £ per year.
2 days ago Be among the first 25 applicants
Direct message the job poster from Cestrian Financial Planning Services Limited
Office Manager at Cestrian Financial Planning Services Ltd
THE COMPANY
A fantastic opportunity for a Trainee/Junior Paraplanner to join a Chartered and very well established Independent Financial Advisory practice in Chester. We are a growing firm with fantastic industry name focused on providing a complete financial planning service ensuring the client is at the heart of everything we do.
THE ROLE
We are looking for an Trainee Paraplanner to support our existing experienced Paraplanner and the successful Chartered financial planners within the business. You will work in a supportive team environment where progress is strongly supported.
Duties will include:-
Compiling suitability reports for clients requiring investments, pensions and protection solutions.
Product, fund, mortgage and protection research to identify suitable solutions for clients.
Using investment / wrap platforms.
Obtaining Illustrations, product information and preparing application forms.
Liaising with clients and providers to deal with enquiries and resolve client queries.
THE REMUNERATION
The successful applicant will enjoy an exciting role, with opportunities to develop their skills, progress their career and earn a competitive basic salary with the potential for twice yearly bonuses on top. In addition there is fully funded exam support, exam pass bonuses, attendance at professional events, contributory pension scheme and 25 days holiday plus Bank Holidays.
What\'s needed to be considered?
Working towards level 4 Diploma qualification, or well progressed with these qualifications, with relevant experience in an independent financial advisory practice.
Good analytical capability and communication skills.
Good pension, investment, mortgage and protection product knowledge.
Experience of wraps, FE Analytics and XPLAN are a distinct advantage.
To be considered for this challenging and rewarding opportunity, please send your C.V. and a covering letter explaining why you want the position and what experience and qualities you would offer.
Job Types: Full-time, Permanent
Company pension
Cycle to work scheme
Sick pay
Schedule:
Monday to Friday 9am to 5pm
Supplemental Pay:
Seniority level
Seniority level
Internship
Employment type
Employment type
Full-time
Job function
Job function
Finance and Sales
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#J-18808-LjbffrTrainee/Junior Paraplanner in Chester employer: Cestrian Financial Planning Services Limited
Cestrian Financial Planning Services Limited is an exceptional employer located in Chester, offering a supportive and collaborative work environment for Trainee/Junior Paraplanners. With a strong focus on employee development, the firm provides fully funded exam support, competitive salaries, and opportunities for career progression, all while ensuring that clients remain at the heart of their services. Join a well-established team where your growth is nurtured and rewarded.
Contact Details:
Cestrian Financial Planning Services Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trainee/Junior Paraplanner in Chester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Cestrian Financial Planning Services Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Trainee/Junior Paraplanner in Chester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Cestrian Financial Planning Services Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Cestrian Financial Planning Services Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Cestrian Financial Planning Services Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Cestrian Financial Planning Services Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Cestrian Financial Planning Services Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Cestrian Financial Planning Services Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
