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- Tasks: Support the paraplanning team with research, report writing, and client communication.
- Company: Established financial planning firm with a collaborative team culture.
- Benefits: Gain professional skills in a supportive environment while starting your finance career.
- Why this job: Kickstart your finance career and learn from experienced professionals.
- Qualifications: Genuine interest in financial planning and strong communication skills.
- Other info: Perfect for school leavers looking to grow in the finance industry.
The predicted salary is between 28800 - 43200 £ per year.
A well-established financial planning firm in the UK is seeking a motivated school leaver to join their collaborative team in financial planning. This entry-level role involves supporting the paraplanning team with research, report writing, and client liaison.
The ideal candidate will have a genuine interest in financial planning, strong attention to detail, and excellent communication skills. This is a fantastic opportunity to learn and develop professional skills in a supportive environment.
Paraplanner-in-Training: Launch Your Finance Career employer: Fortem People
Contact Detail:
Fortem People Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner-in-Training: Launch Your Finance Career
✨Tip Number 1
Network like a pro! Reach out to people in the finance industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the company and practising common questions. Show your genuine interest in financial planning and be ready to discuss how your skills align with their needs.
✨Tip Number 3
Don’t just apply and wait! Follow up on your applications after a week or so. A quick email can show your enthusiasm and keep you on their radar.
✨Tip Number 4
Check out our website for the latest job openings. We’re always looking for passionate individuals to join our team, and applying through us gives you a better chance of standing out!
We think you need these skills to ace Paraplanner-in-Training: Launch Your Finance Career
Some tips for your application 🫡
Show Your Interest in Finance: Make sure to highlight your genuine interest in financial planning in your application. We want to see your passion for the industry, so share any relevant experiences or coursework that sparked your interest!
Attention to Detail is Key: Since this role involves research and report writing, it's crucial to demonstrate your attention to detail. Double-check your application for any typos or errors before submitting it to us – we appreciate a polished presentation!
Communicate Clearly: Excellent communication skills are essential for this role. When writing your application, be clear and concise. We want to understand your thoughts easily, so avoid jargon and keep it straightforward!
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’re considered for this fantastic opportunity. Don’t miss out on launching your finance career with us!
How to prepare for a job interview at Fortem People
✨Know Your Financial Basics
Before the interview, brush up on fundamental financial concepts. Understanding terms like asset allocation, risk management, and investment strategies will show your genuine interest in financial planning and help you engage in meaningful conversations.
✨Showcase Your Attention to Detail
Since this role requires strong attention to detail, prepare examples from your past experiences where you demonstrated this skill. Whether it’s a school project or a part-time job, be ready to discuss how you ensured accuracy and thoroughness in your work.
✨Practice Your Communication Skills
Effective communication is key in this role. Practice articulating your thoughts clearly and confidently. You might even want to do a mock interview with a friend or family member to get comfortable discussing your motivations and experiences.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions prepared. Inquire about the team dynamics, training opportunities, or what a typical day looks like for a paraplanner. This shows your enthusiasm for the role and helps you gauge if it's the right fit for you.
