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- Tasks: Support Advisers in creating suitability reports and conducting financial analysis.
- Company: Join TrinityBridge, a diverse and inclusive financial planning firm.
- Benefits: Enjoy flexible work options and a supportive team environment.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Must have a Regulated Diploma in Financial Planning or equivalent.
- Other info: We celebrate diversity and encourage applicants from all backgrounds.
The predicted salary is between 36000 - 60000 £ per year.
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Join TrinityBridge Paraplanning team where you will support Advisers, and ultimately clients, in the advice giving process with suitability reports, product research and technical analysis.
RESPONSIBILITIES
- Discuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Adviser.
- Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser.
- Undertake research to identify suitable solutions to meet the client’s needs.
- Request and obtain information/comparisons for analysis by the Adviser within agreed timeframes.
- Consider current and future allocation of assets for investment strategy with regard to client risk profile.
- Check all compliance paperwork and internal sign off documents are present.
- Prepare draft recommendation reports to be discussed and signed off by the Adviser. Ensure any recommendations detailed in a report are in line with any internal guidance/procedures and the up to date report template is used.
- Request and obtain application forms and other associated paperwork.
- Submit paperwork when advice taken up in accordance with Company procedures. Ensure all paperwork is in order.
- Ensure appropriate data is accurately recorded on Company back-office system(s) and updated in line with Company procedures.
- On-going servicing of clients, for example withdrawals or fund switches.
- Ensure adherence to Department’s and Company procedures, including all Compliance guidelines, and Department’s Key Performance Indicators (KPIs)/objectives.
WE WOULD LOVE TO HEAR FROM YOU IF:
- Minimum of Regulated Diploma in Financial Planning (CII) or Diploma in Financial Planning. To be level 4 qualified
- Understanding of the Financial Planning process, including any Paraplanning department’s processes and procedures, and ensure that these are followed in all instances.
- Ability to work within defined business processes and to achieve agreed outcomes without supervision.
- Ability to multi-task and to prioritise and plan own workload.
- Good report writing and communication skills.
At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.
To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.
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Paraplanner 12 month FTC employer: Close Brothers Group
Contact Detail:
Close Brothers Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner 12 month FTC
✨Tip Number 1
Familiarise yourself with the financial planning process and the specific responsibilities of a paraplanner. Understanding the nuances of suitability reports and compliance guidelines will help you stand out during discussions.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who work as paraplanners. Engaging with them can provide insights into the role and may even lead to referrals or recommendations.
✨Tip Number 3
Demonstrate your ability to multi-task and manage workloads effectively. Prepare examples from your past experiences where you successfully prioritised tasks and met deadlines, as this is crucial for the role.
✨Tip Number 4
Showcase your report writing and communication skills in any interactions you have with the company. Clear and concise communication is key in this role, so be prepared to discuss how you've effectively communicated complex information in the past.
We think you need these skills to ace Paraplanner 12 month FTC
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with the financial planning process and the specific tasks mentioned in the job description.
Tailor Your CV: Highlight your qualifications, especially your Regulated Diploma in Financial Planning or equivalent. Emphasise relevant experience in financial analysis, report writing, and compliance to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and your passion for financial planning. Mention how your skills and experiences make you a great fit for TrinityBridge's Paraplanning team.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. Ensure that your documents are clear, concise, and free from typos to make a strong impression.
How to prepare for a job interview at Close Brothers Group
✨Understand the Financial Planning Process
Make sure you have a solid grasp of the financial planning process and the specific responsibilities of a paraplanner. Be prepared to discuss how you would support advisers in creating suitability reports and conducting product research.
✨Showcase Your Report Writing Skills
Since good report writing is crucial for this role, bring examples of your previous work or be ready to discuss your approach to drafting recommendation reports. Highlight your attention to detail and adherence to compliance guidelines.
✨Demonstrate Your Ability to Multi-task
Prepare to talk about how you manage multiple tasks and prioritise your workload. Share specific examples from your past experiences where you successfully juggled various responsibilities while meeting deadlines.
✨Ask Insightful Questions
At the end of the interview, don’t hesitate to ask questions that show your interest in the company and the role. Inquire about the team dynamics, the tools they use for financial analysis, or how they measure success within the paraplanning department.
