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For Companies At a Glance
- Tasks: Support financial planners and conduct research to prepare client reports.
- Company: Respected IFA practice in Milngavie with a client-first approach.
- Benefits: Full study support, mentorship, competitive salary, and work-life balance.
- Why this job: Kickstart your career in financial planning with structured growth and support.
- Qualifications: Previous IFA administrative experience and ambition to achieve Level 4 Diploma.
- Other info: Friendly office atmosphere without the city-centre commute.
The predicted salary is between 20000 - 30000 £ 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
- 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.
If you are ready to stop "just doing admin" and start building a career in technical financial planning, we want to hear from you.
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
Network like a pro! Reach out to your connections in the financial services industry, especially those who work in IFAs or wealth management. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them you’re not just another candidate; you’re genuinely interested in their client-first approach and how you can contribute to their success.
✨Tip Number 3
Practice your technical knowledge! Brush up on pensions, investments, and protection products. Being able to discuss these topics confidently will set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Trainee Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Trainee Paraplanner role. Highlight any previous IFA or Wealth Management experience, and don’t forget to showcase your attention to detail!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your ambition and why you’re excited about this opportunity. Mention how you align with their client-first approach and your commitment to achieving the Level 4 Diploma.
Showcase Your Research Skills: Since research is a key part of the role, consider including examples of how you've conducted research in previous positions. This will demonstrate your ability to bridge the gap between administration and technical support.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products and services, especially pensions, investments, and protection. Familiarise yourself with the latest trends in the IFA sector, as this will show your genuine interest and commitment to the role.
✨Show Your Ambition
Be ready to discuss your career goals and how you plan to achieve your Level 4 Diploma in Financial Planning. Highlight any steps you've already taken towards this, like studying for R0 exams or seeking mentorship, to demonstrate your drive and ambition.
✨Attention to Detail is Key
Since precision is crucial in this role, prepare examples from your past experience where your attention to detail made a difference. Whether it was ensuring compliance in client files or producing accurate reports, these anecdotes will showcase your suitability for the position.
✨Engage with the Interviewers
Don’t just answer questions; engage with your interviewers. Ask insightful questions about their client-first approach and how they support your professional growth. This shows that you’re not only interested in the job but also in becoming a valuable part of their team.
