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For Companies At a Glance
- Tasks: Assist in report writing and client relationship management in a dynamic financial services environment.
- Company: Join one of Scotland's fastest-growing IFA businesses based in Edinburgh.
- Benefits: Enjoy a competitive salary, bonuses, and support for your professional development.
- Other info: Be the go-to contact for clients and advisers, enhancing your communication skills.
- Why this job: Gain hands-on experience while working towards becoming a full Paraplanner in a supportive team.
- Qualifications: Some experience in the IFA industry and working towards a diploma in financial services required.
The predicted salary is between 24000 - 36000 £ per year.
Overview
A really exciting opportunity has arisen for a Trainee Paraplanner within this exciting large IFA business based in Edinburgh. You must have some experience in the IFA Industry and be working towards your diploma in financial services.
Responsibilities
- Report writing for a variety of financial services products including ISA\’s and pensions
- Platform work including switches on Quilter/Transact/Parmenion
- Develop and maintain effective relationships with clients, colleagues and product providers.
- Point of contact for Advisers, Clients, Insurance Companies and third party providers.
- 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 information in respect of client plans.
- Working towards and getting support to become full Paraplanner.
Benefits
In return you will receive an excellent salary and bonus and an opportunity to join one of Scotland\’s fasted growing IFA businesses.
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.
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Administrator/Trainee Paraplanner employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator/Trainee Paraplanner
✨Tip Number 1
Familiarise yourself with the specific financial products mentioned in the job description, such as ISAs and pensions. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the IFA industry, especially those who work in Edinburgh. Attend local finance events or join relevant online forums to connect with potential colleagues and gain insights into the company culture.
✨Tip Number 3
Get comfortable with Intelligent Office (IO) software, as it’s a key part of the role. If you can, find tutorials or resources online to learn how to navigate and use this system effectively before your interview.
✨Tip Number 4
Prepare to discuss your experience in the IFA industry and how it relates to the responsibilities of a Trainee Paraplanner. Think of specific examples where you've developed client relationships or handled financial documentation to showcase your skills.
We think you need these skills to ace Administrator/Trainee Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights any relevant experience in the IFA industry. Emphasise skills related to report writing, client relationship management, and familiarity with financial services products.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for becoming a Trainee Paraplanner. Mention your progress towards your diploma in financial services and how your skills align with the responsibilities outlined in the job description.
Highlight Relevant Skills: In your application, specifically mention your experience with platforms like Quilter, Transact, or Parmenion, as well as your ability to maintain accurate client records and manage communications effectively.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the role.
How to prepare for a job interview at IDEX Consulting
✨Show Your Industry Knowledge
Make sure to brush up on your knowledge of the IFA industry. Be prepared to discuss recent trends, regulations, and products like ISAs and pensions. This will demonstrate your commitment and understanding of the field.
✨Highlight Relevant Experience
Discuss any previous experience you have in the IFA sector, even if it's limited. Share specific examples of tasks you've handled that relate to report writing or client interactions, as this will show your potential to excel in the role.
✨Demonstrate Communication Skills
Since the role involves liaising with clients and advisers, practice articulating your thoughts clearly. Prepare to answer questions about how you would handle client inquiries or resolve issues, showcasing your interpersonal skills.
✨Ask Insightful Questions
Prepare a few thoughtful questions to ask at the end of the interview. Inquire about the company's culture, training opportunities for becoming a full Paraplanner, or how they measure success in this role. This shows your genuine interest in the position.