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For Companies At a Glance
- Tasks: Support a director with paraplanning, research, and client cashflow analysis.
- Company: Join a well-established firm with offices in Norwich and Ipswich.
- Benefits: Enjoy flexible working, 24 days holiday, and wellness programmes.
- Why this job: Gain valuable experience in a supportive environment while making a real impact.
- Qualifications: Level 4 Diploma or working towards it, plus IFA experience.
- Other info: Remote work options available; perfect for balancing studies and work.
The predicted salary is between 28000 - 42000 £ per year.
Recruiter Managing This Role
Trainee Paraplanner Ipswich Up to £35,000
Our partner who has a strong presence in East Anglia (offices in both Norwich and Ipswich) are looking for an trainee Paraplanner to help provide technical support for a director based in Ipswich. Within the role therewould be technical work involvedsuch as paraplanning, research, analysing, preparation of new and existing client cashflow, as well as some PA work and office management.
Whats needed from you?
- Previous Experience working within an IFA
- Paraplanning/technical support experience
- Experience of client servicing/IFA administration duties
- Level 4 Diploma qualified or working towards
What we can offer
- 5% Enrolment pension
- Group income protection
- Group life cover
- PMI
- 24 days holiday + bank holidays (Increasing after 1, 2 5, 10 years service)
- Flexible working with some days from home
- Wellness programme + Cycle to work scheme
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Created on 25/06/2025 by TN United Kingdom
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Trainee Paraplanner employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work as paraplanners or within IFAs. Attend local events or join online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest tools and software used in paraplanning. Being proficient in these can set you apart from other candidates and show your commitment to the role.
✨Tip Number 3
Consider reaching out to current or former employees of the company to gain insights into their experiences. This can help you understand the company culture and what they value in a trainee paraplanner.
✨Tip Number 4
Prepare for the interview by brushing up on your knowledge of financial regulations and client servicing best practices. Demonstrating your understanding of these areas will show that you're ready to contribute effectively from day one.
We think you need these skills to ace Trainee Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in paraplanning and client servicing. Emphasise any technical support roles you've held, and ensure your Level 4 Diploma qualification is clearly stated.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the requirements of the Trainee Paraplanner role. Mention your previous experience with IFAs and how it has prepared you for this position. Show enthusiasm for the company and the opportunity.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as research, analysis, and cashflow preparation. Provide examples of how you've successfully used these skills in past roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is essential in the financial services industry.
How to prepare for a job interview at Heat Recruitment
✨Showcase Your Technical Knowledge
As a Trainee Paraplanner, you'll need to demonstrate your understanding of paraplanning and technical support. Brush up on relevant financial regulations and be prepared to discuss how you've applied your knowledge in previous roles.
✨Highlight Client Servicing Experience
Since the role involves client servicing and IFA administration duties, be ready to share specific examples of how you've successfully managed client relationships in the past. This will show your potential employer that you can handle the responsibilities of the position.
✨Prepare for Technical Questions
Expect questions that test your analytical skills and understanding of cashflow preparation. Practise answering common paraplanning scenarios or case studies to demonstrate your problem-solving abilities during the interview.
✨Ask Insightful Questions
At the end of the interview, take the opportunity to ask thoughtful questions about the company culture, team dynamics, and growth opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
