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- Tasks: Support financial advisers and prepare client reports in a dynamic team.
- Company: Join a growing financial services team in Liverpool City Centre.
- Benefits: Competitive salary, pension scheme, and death in service benefit.
- Why this job: Kickstart your career in financial planning with full training and support.
- Qualifications: Eager learners or experienced paraplanners looking for new opportunities.
- Other info: Enjoy a vibrant workplace with opportunities for growth and development.
The predicted salary is between 20000 - 28000 £ per year.
We are seeking trainee paraplanners to join a growing financial services team. This is a fantastic opportunity for individuals looking to start or grow their career in financial planning.
What's on offer:
- Full training provided for all staff.
- Access to company pension scheme with 5% employer contributions.
- Death in service benefit (4x salary).
- Offices in Liverpool City Centre.
Key Responsibilities:
- Support financial advisers by preparing client reports, suitability documents, and cashflow models.
- Assist with pension, investment, and protection research.
- Maintain accurate client records and ensure compliance with regulatory requirements.
- Handle day-to-day client administration tasks including correspondence and meeting preparation.
- Liaise with product providers to progress applications and resolve queries.
- Contribute to ongoing process improvements within the paraplanning team.
Ideal candidates:
- New to the industry and eager to start a career in paraplanning.
- Have some experience but not fully qualified (R0 exams not required initially).
- Fully qualified paraplanners looking for a new opportunity.
- Organised, detail-oriented, and passionate about financial planning.
Trainee Paraplanner in Liverpool employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner in Liverpool
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your interview skills! Mock interviews can really help us nail down our responses and boost our confidence. Grab a mate or use online resources to simulate the real deal. Remember, it’s all about showing your passion for financial planning!
✨Tip Number 3
Tailor your approach! When you find a role that excites you, make sure to research the company and its culture. This way, we can align our skills and experiences with what they’re looking for, making us stand out from the crowd.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we often have exclusive roles listed there that you won’t find anywhere else. So, let’s get applying!
We think you need these skills to ace Trainee Paraplanner in Liverpool
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Trainee Paraplanner role. Highlight any relevant coursework or projects that show your passion for financial planning.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're excited about starting a career in paraplanning. Share your enthusiasm for the industry and how you can contribute to our team.
Showcase Your Attention to Detail: As a paraplanner, being detail-oriented is key. Ensure your application is free from typos and errors. This will demonstrate your commitment to accuracy right from the start!
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 don’t miss out on any important updates from our team.
How to prepare for a job interview at Heat Recruitment
✨Know Your Stuff
Make sure you brush up on the basics of financial planning and paraplanning. Understand key concepts like client reports, suitability documents, and cashflow models. This will not only show your enthusiasm but also help you answer questions confidently.
✨Show Your Organisational Skills
As a trainee paraplanner, being organised is crucial. Prepare examples from your past experiences where you've demonstrated strong organisational skills. Whether it's managing tasks or keeping records, be ready to discuss how you can bring that to the team.
✨Ask Smart Questions
Interviews are a two-way street! Prepare thoughtful questions about the company’s approach to financial planning, their training process, or how they handle compliance. This shows you're genuinely interested in the role and eager to learn more.
✨Be Yourself
While it’s important to be professional, don’t forget to let your personality shine through. The team is looking for someone who is passionate about financial planning, so share your motivations and what excites you about starting this career path.
