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For Companies At a Glance
- Tasks: Prepare client files, conduct market research, and craft personalised financial plans.
- Company: Join a respected financial planning firm in Glasgow with a values-driven culture.
- Benefits: Competitive salary, support for professional qualifications, and career growth opportunities.
- Why this job: Enhance your skills in a collaborative environment while making a real impact in financial planning.
- Qualifications: Minimum 2 years in financial services and progress towards Level 4 Certificate in Paraplanning.
- Other info: Join a diverse team committed to inclusion and ethical practices.
The predicted salary is between 28000 - 42000 £ per year.
Are you an experienced IFA Administrator looking to take the next step in your career?
Idex Consulting is recruiting for a highly respected Independent Financial Advice (IFA) practice based in the heart of Milngavie.
Known for their client-first approach and professional excellence, they are looking for a motivated individual to join as a Trainee Paraplanner.
This isn\’t just a job; it’s a structured career path. They will provide the mentorship, resources, and financial support you need to achieve your Level 4 Diploma in Financial Planning and transition into a fully-fledged Paraplanner.
The Role
Working closely with their Financial Planners and senior technical team, you will bridge the gap between administration and technical research. Your responsibilities will evolve as you learn, including:
- Technical Support: Assisting in the preparation of suitability reports and client annual reviews.
- Research: Conducting provider and product research (Pensions, Investments, and Protection).
- Data Management: Ensuring client files are compliant and all \”Know Your Client\” (KYC) information is accurate.
- Client Liaison: Acting as a professional point of contact for high-net-worth clients and providers.
What They Are Looking For
- Experience: You must have previous experience working within an IFA or Wealth Management environment in an administrative capacity.
- Ambition: You are career-driven and committed to sitting your R0 exams to achieve the Level 4 Diploma.
- Precision: You have an eagle eye for detail and take pride in the accuracy of your work.
- Location: You are based in or within easy commuting distance of Milngavie.
Why Join Them?
- Full Study Support: They cover the costs of your exams, study materials, and provide dedicated study leave.
- Mentorship: Work directly with senior planners who are invested in your professional growth.
- Work-Life Balance: Enjoy the benefits of a local, friendly office atmosphere without the gruelling city-centre commute.
- Competitive Salary: Generous starting salary plus a performance-based bonus and pension.
How to Apply
If you are ready to stop \”just doing admin\” and start building a career in technical financial planning, we want to hear from you.
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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
✨Network Like a Pro
Get out there and connect with folks in the financial planning world! Attend industry events, join relevant online groups, and don’t be shy about reaching out to people on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience in financial services and any relevant qualifications. We want to see how your skills can benefit their team, so be ready to discuss your knowledge of pensions, ISAs, and compliance!
✨Prepare for Interviews
Do your homework before interviews! Research the company, understand their values, and think about how you can contribute to their mission. We recommend practising common interview questions and preparing some thoughtful questions of your own to show your interest.
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through our site can give you an edge, as we love seeing candidates who are proactive and genuinely interested in joining our team. Let’s get you that Trainee Paraplanner role!
We think you need these skills to ace Trainee Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trainee Paraplanner role. Highlight your experience in financial services and any relevant qualifications, like your progress towards the Level 4 Certificate in Paraplanning. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about paraplanning and how your skills can benefit our team. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Communication Skills: Since exceptional written communication is key for this role, make sure your application is clear and concise. Avoid jargon and keep your language straightforward. We appreciate clarity and attention to detail, so proofread your application before hitting send!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the info you need about the role and our company culture there!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, ISAs, trusts, and IHT planning. Being able to discuss these topics confidently will show that you're serious about the role and understand the key areas of paraplanning.
✨Showcase Your Communication Skills
Since exceptional written and verbal communication is crucial for this role, practice articulating your thoughts clearly. You might even want to prepare a mock suitability report to demonstrate your ability to craft personalised financial plans.
✨Be Organised
Demonstrate your organisational skills by preparing a structured approach to the interview. Bring along examples of how you've managed client files or compliance documents in the past, and be ready to discuss your workload prioritisation strategies.
✨Stay Updated
Familiarise yourself with the latest financial planning regulations and FCA guidelines. Showing that you're proactive about staying informed will impress your interviewers and highlight your commitment to the profession.
