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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 strong values.
- Benefits: Competitive salary, support for qualifications, and career growth opportunities.
- Why this job: Enhance your skills in a collaborative environment while making a real impact.
- Qualifications: 2 years in financial services and progress towards Level 4 Certificate in Paraplanning.
- Other info: Be part of an ethical team focused on diversity and inclusion.
The predicted salary is between 24000 - 40000 £ per year.
Exciting Opportunity in Glasgow for Trainee Paraplanner – £40,000 Salary
Join a highly regarded financial planning firm in Glasgow as a Trainee Paraplanner. This role offers a unique chance for individuals with an IFA background to enhance their technical skills and advance in the field of paraplanning.
Key Responsibilities:
- Preparation and upkeep of client files and compliance documents.
- Conducting market research, cash flow analysis, and portfolio reviews.
- Crafting suitability reports and personalized financial plans.
- Supporting annual reviews and participating in client meetings.
- Assisting in implementing client recommendations.
- Staying updated on financial planning, taxation, legislation, and FCA guidelines.
Candidate Profile:
- Minimum 2 years\’ experience in financial services support.
- Progression towards Level 4 Certificate in Paraplanning (minimum 2 completed CII exams).
- Strong knowledge in pensions, ISAs, trusts, IHT planning, and compliance.
- Exceptional written and verbal communication abilities.
- Organized with keen attention to detail and effective workload prioritization.
- Professional, client-oriented, and a collaborative team member.
Offer Includes:
- Competitive salary
- Support for professional qualifications and career growth.
- Opportunity to join an ethical, values-driven financial planning team in Glasgow.
Our Diversity, Equity and Inclusion Mission
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Trainee Paraplanner employer: IDEX Consulting
Contact Detail:
IDEX Consulting 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 sector, especially those who have experience in paraplanning. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions, ISAs, and compliance. We recommend practising common interview questions and having examples ready that showcase your skills and experience in financial services.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that Trainee Paraplanner role. We make it easy for you to showcase your skills and connect with our team directly!
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 before hitting send!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our ethical, values-driven team in Glasgow!
How to prepare for a job interview at IDEX Consulting
✨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 Experience
Prepare specific examples from your previous roles in financial services support. Highlight how your experience aligns with the responsibilities of a Trainee Paraplanner, especially in preparing client files and conducting market research.
✨Practice Your Communication Skills
Since exceptional written and verbal communication is crucial, practice explaining complex financial concepts in simple terms. This will help you demonstrate your ability to craft suitability reports and engage effectively in client meetings.
✨Be Organised and Detail-Oriented
During the interview, showcase your organisational skills and attention to detail. You might be asked about how you prioritise your workload, so have a strategy ready to discuss how you manage multiple tasks efficiently.
