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- Tasks: Join us as a Trainee Paraplanner and dive into report writing and client relationship management.
- Company: Be part of a dynamic large IFA business that values growth and innovation.
- Benefits: Gain hands-on experience while working closely with industry leaders and enjoy a supportive work environment.
- Why this job: This role offers a unique chance to learn directly from Directors and make impactful contributions.
- Qualifications: Some experience in the IFA industry and pursuing a diploma in financial services is required.
- Other info: You'll be the go-to person for advisers and clients, ensuring smooth communication and efficient service.
The predicted salary is between 20000 - 28000 £ per year.
A really exciting opportunity has arisen for a Trainee Paraplanner within this exciting large IFA business.You must have some experience in the IFA Industry and be working towards your diploma in financial services.The role will involve: Report writing for a variety of financial services products including ISA’s and pensions Platform work including switches on Quilter/Transact/Parmenion Working 1-2-1 with one of the Directors in the business Develop and maintain effective relationships with clients, colleagues and product providers Point of contact for Advisers, Clients, Insurance Companies and third party providers Receive, and prioritise incoming mail where necessary Receive incoming telephone calls, dealing or redirecting as appropriate so that calls are dealt with efficiently and by the correct person Maintain client records on Intelligent Office (IO) to ensure they are up to date and accurate Update client information on Intelligent Office and inform adviser accordingly Ensure all client letters, company information and correspondence is uploaded to Intelligent Office, and named following the company procedure and allocated to the correct client Provide a valuation table and review pack to the adviser in a timely manner for a client ensuring the information is up to date and accurate Ability to ask the correct questions in order to obtain full details & up to date …
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
Make sure to familiarize yourself with the specific financial services products mentioned in the job description, such as ISAs and pensions. Understanding these products will not only help you in your role but also impress the interviewers.
✨Tip Number 2
Since you'll be working closely with a Director, it’s essential to demonstrate your ability to build effective relationships. Practice your communication skills and think of examples where you've successfully collaborated with others.
✨Tip Number 3
Get comfortable with Intelligent Office (IO) software before your interview. If you can show that you have a basic understanding of how to maintain client records and manage correspondence on this platform, it will set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your experience in the IFA industry and how it relates to the responsibilities of a Trainee Paraplanner. Highlight any relevant tasks you've performed that align with report writing or client management.
We think you need these skills to ace Trainee Paraplanner
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities of a Trainee Paraplanner. Familiarize yourself with report writing, client relationship management, and the specific financial services products mentioned in the job description.
Highlight Relevant Experience: In your CV and cover letter, emphasize any experience you have in the IFA industry. Mention specific tasks you've performed that relate to the role, such as report writing or working with financial products like ISAs and pensions.
Show Your Commitment: Since the role requires working towards a diploma in financial services, make sure to mention your current progress and commitment to achieving this qualification in your application.
Tailor Your Application: Customize your cover letter to reflect your understanding of the company and its values. Mention how your skills and experiences align with their needs, particularly in maintaining effective relationships with clients and colleagues.
How to prepare for a job interview at IDEX Consulting Ltd
✨Show Your IFA Knowledge
Make sure to demonstrate your understanding of the IFA industry during the interview. Discuss any relevant experience you have and how it has prepared you for this role as a Trainee Paraplanner.
✨Familiarize Yourself with Financial Products
Since the role involves report writing for various financial products like ISAs and pensions, brush up on these topics. Be ready to discuss how you would approach writing reports and what key elements you would include.
✨Highlight Your Communication Skills
Effective communication is crucial in this role. Prepare examples of how you've successfully maintained relationships with clients or colleagues in the past, and be ready to explain how you would handle incoming calls and correspondence.
✨Demonstrate Organizational Skills
The ability to manage client records and prioritize tasks is essential. Share specific strategies or tools you use to stay organized, especially when dealing with multiple clients and their needs.
