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For Companies At a Glance
- Tasks: Join us as a Trainee Paraplanner, interpreting client needs and crafting financial reports.
- Company: We're a growing chartered financial planning firm based in Chorley, dedicated to client success.
- Benefits: Enjoy a competitive salary, 28 days holiday, early finish Fridays, and study leave.
- Why this job: This role offers hands-on experience in finance, a supportive culture, and opportunities for personal growth.
- Qualifications: Ideal candidates are pursuing a Level 4 Diploma in Financial Planning with strong communication skills.
- Other info: We value diversity and inclusion, ensuring everyone can thrive in our workplace.
Job Description
My client is a growing chartered financial planning business and they are currently looking for a Trainee Paraplanner to join their firm in Chorley.
About the role
- To accurately interpret the adviser's client files to ascertain the client's needs and advisers instructions to translate this successfully into a Financial Planning Report
- To carry out appropriate research and analysis to determine the most suitable providers, products and investment funds to meet the client's needs
- To liaise with the Technical Team Leader in the first instance to ensure that they are kept up to date as to the nature of advice being passed through paraplanning
- To liaise with the Compliance Team in regard to work that requires pre-sale authorisation
- To prepare the report within an agreed timescale
- To ensure that the Financial Planning Reports are accurate in regard to spelling and composition
- To ensure that recorded data is accurate and updated on a regular basis (Paraplanning log)
- Commit to a Personal Development Plan and maintain all standards of performance as required by the firm
About you
- Working towards Regulated Diploma in Financial Planning(Level 4)
- Understanding of UK financial regulatory framework and legislation
- Good communication skills, both written and verbal
- Good computer skills, proficient in Outlook, Word, Excel and PowerPoint
- Good interpersonal skills, collaborative working style and commitment to completing tasks in a timely and efficient manner
- High level of attention to detail
- A demonstrated commitment to high professional ethical standards and a diverse workplace
- Ability to work within a team
- Ability to progress under the supervision of the Technical Team Leader
- Ability to multitask and prioritise work effectively
- Capable of operating in a fast paced and challenging environment
Main benefits:
- Competitive salary
- 28 days holidays (plus Bank holidays)
- Supported learning and development
- 1 hour early finish Fridays along with Friday dress down
- Work Place Pension
- Exam and study leave
- Staff spot bonus (monthly nominations)
- Employee Assistance Programme
For more information please contact Graeme Hyland on or email
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Trainee Paraplanner employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner
✨Tip Number 1
Familiarise yourself with the UK financial regulatory framework and legislation. Understanding these regulations will not only help you in your role as a Trainee Paraplanner but also demonstrate your commitment to the field during interviews.
✨Tip Number 2
Enhance your communication skills by engaging in discussions about financial planning with peers or mentors. Being able to articulate complex financial concepts clearly will set you apart when liaising with clients and team members.
✨Tip Number 3
Showcase your attention to detail by preparing sample reports or analyses. This practical demonstration of your skills can be a great conversation starter during interviews and highlight your capability to produce accurate Financial Planning Reports.
✨Tip Number 4
Network with professionals in the financial planning industry, especially those who work as paraplanners. Building connections can provide insights into the role and may even lead to referrals for job openings at firms like ours.
We think you need these skills to ace Trainee Paraplanner
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and requirements for the Trainee Paraplanner position. Tailor your application to highlight how your skills and experiences align with these aspects.
Highlight Relevant Skills: Emphasise your understanding of the UK financial regulatory framework, communication skills, and attention to detail in your CV and cover letter. Provide specific examples of how you've demonstrated these skills in previous roles or studies.
Craft a Strong Cover Letter: Write a compelling cover letter that explains why you are interested in the Trainee Paraplanner role and how you can contribute to the company. Mention your commitment to personal development and any relevant qualifications, such as working towards a Regulated Diploma in Financial Planning.
Proofread Your Application: Before submitting your application, thoroughly proofread all documents to ensure there are no spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at IDEX Consulting Ltd
✨Understand the Role
Make sure you thoroughly understand what a Trainee Paraplanner does. Familiarise yourself with the responsibilities outlined in the job description, such as interpreting client files and preparing Financial Planning Reports. This will help you answer questions confidently and demonstrate your genuine interest in the role.
✨Showcase Your Communication Skills
Since good communication is key for this position, prepare to discuss examples of how you've effectively communicated in previous roles or experiences. Be ready to explain complex information clearly, as this will be crucial when liaising with clients and team members.
✨Demonstrate Attention to Detail
Attention to detail is vital for a Trainee Paraplanner. During the interview, highlight instances where your meticulous nature has led to successful outcomes. You might also want to mention any experience you have with data accuracy and report preparation.
✨Prepare Questions
Interviews are a two-way street, so prepare thoughtful questions to ask your interviewer. Inquire about the company's approach to training and development, or ask how the team collaborates on projects. This shows your enthusiasm for the role and helps you assess if the company is the right fit for you.
