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- Tasks: Be the go-to person for client inquiries and create essential financial documents.
- Company: Join a well-established Independent Financial Planning Firm in Fareham.
- Benefits: Gain valuable experience and support your professional growth in finance.
- Why this job: Step up your career with hands-on experience and mentorship from Financial Advisors.
- Qualifications: 2+ years in financial planning; Diploma level qualification preferred.
- Other info: Perfect for those looking to advance their career in a supportive environment.
Dynamite Recruitment are proud to be working with an established, Independent Financial Planning Firm based in Fareham in the recruit of a Trainee Paraplanner to join the team! This is a wonderful opportunity for an established IFA Administrator to make the next step up in their career, perhaps after completing or part way through their diploma qualification. As a Trainee Paraplanner, your duties will include: Serve as the first point of contact for client enquiries. Produce review packs and client review letters. Create technical suitability reports with tax calculations. Develop cashflow modelling reports. Work closely with the Financial Advisors to support their clients. Ensure accurate applications for providers. Maintain correct client records. Handle general office duties, including scanning and filing. The ideal candidate will: Have at least 2 years' experience within a financial planning firm. Be qualified or part-qualified to Diploma level and eager to continue their professional development. Be confident using Microsoft office suite. Be capable of writing technical reports. Demonstrate attention to detail and accuracy. For more details please contact Tegan at Dynamite Recruitment
Trainee Paraplanner employer: Dynamite Recruitment
Contact Detail:
Dynamite Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner
✨Tip Number 1
Make sure to familiarize yourself with the specific financial planning software and tools commonly used in the industry. Being able to demonstrate your proficiency in these tools during the interview can set you apart from other candidates.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who work as paraplanners or financial advisors. Attend industry events or join relevant online forums to gain insights and potentially get referrals.
✨Tip Number 3
Prepare to discuss your experience in detail, particularly any relevant tasks you've handled as an IFA Administrator. Highlight specific examples where you've demonstrated attention to detail and accuracy in your work.
✨Tip Number 4
Stay updated on current financial regulations and trends. Showing that you are knowledgeable about the latest developments in the financial planning industry can impress your interviewers and show your commitment to professional growth.
We think you need these skills to ace Trainee Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and any relevant qualifications. Emphasize your administrative skills and any specific software you are proficient in, especially Microsoft Office.
Craft a Strong Cover Letter: Write a cover letter that showcases your enthusiasm for the Trainee Paraplanner role. Mention your experience as an IFA Administrator and how it has prepared you for this next step in your career.
Highlight Relevant Skills: In your application, focus on your ability to produce technical reports and your attention to detail. Provide examples of how you've successfully managed client records or handled enquiries in your previous roles.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as accuracy is crucial in the financial planning industry.
How to prepare for a job interview at Dynamite Recruitment
✨Show Your Financial Knowledge
Make sure to brush up on your financial planning knowledge, especially around technical reports and tax calculations. Being able to discuss these topics confidently will show that you're ready for the Trainee Paraplanner role.
✨Demonstrate Attention to Detail
Since the role requires accuracy in client records and report writing, be prepared to give examples of how you've maintained attention to detail in your previous roles. This will highlight your suitability for the position.
✨Familiarize Yourself with Microsoft Office
As the job mentions the need for proficiency in Microsoft Office, make sure you can discuss your experience with tools like Excel and Word. You might even want to mention any specific projects where you utilized these skills.
✨Prepare Questions for the Interviewer
Think of insightful questions to ask about the company culture, team dynamics, and opportunities for professional development. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
