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For Companies At a Glance
- Tasks: Assist in preparing financial plans and reports while researching investment options.
- Company: Join a passionate team at Concept Financial Services focused on client success.
- Benefits: Earn up to £30,000, enjoy study support, and 25 days holiday.
- Why this job: Kickstart your career in financial planning with clear progression opportunities.
- Qualifications: Experience in financial services and working towards Level 4 Diploma in Financial Planning.
- Other info: Be part of a supportive team in a dynamic office environment.
The predicted salary is between 21600 - 36000 £ per year.
Overview
Junior Paraplanner Cannock (WS11) £30,000 DOE Study Support 25 Days Holiday
We re on the hunt for a Junior Paraplanner who s sharp, detail-oriented, and ambitious about building a long-term career in financial planning.
This is a fantastic opportunity for someone already working in financial services perhaps as an IFA Administrator or Trainee Paraplanner who s ready to take that next step.
At Concept Financial Services, we re passionate about helping clients achieve financial clarity and confidence. With a team of 6 experienced advisers, you ll play a key part in supporting them to deliver outstanding advice and service.
Responsibilities
- Assisting in the preparation of financial plans, reports, and recommendations
- Researching investments, pensions, and protection products
- Drafting suitability reports in line with compliance requirements
- Working closely with advisers to gather client information and build accurate records
- Liaising with providers and keeping up-to-date with industry changes
Qualifications
- Already working in financial services (IFA admin, trainee paraplanner, or similar)
- Working towards or recently completed Level 4 Diploma in Financial Planning (CII or equivalent)
- Excellent attention to detail, organised, and proactive
- Strong written and verbal communication skills
- Familiarity with financial planning software (e.g. Xplan) is a bonus
Benefits
- Salary up to £30,000 DOE
- Full study support to achieve your qualifications
- A clear progression path (Senior Paraplanner or future Adviser)
- 25 days holiday + bank holidays
- Supportive, close-knit team environment
- Primarily office-based role in Cannock (WS11), with a little flexibility when needed
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Trainee Paraplanner employer: Integro Partners
Contact Detail:
Integro Partners 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, attend events, and join relevant online groups. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Be ready to discuss how your experience as an IFA Administrator or Trainee Paraplanner aligns with their mission of helping clients achieve financial clarity.
✨Tip Number 3
Showcase your skills! Bring along examples of your work, like reports or plans you've helped prepare. This will demonstrate your attention to detail and proactive approach, which are key for a Junior Paraplanner role.
✨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 take that extra step to connect with us 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 Junior Paraplanner role. Highlight your experience in financial services and any relevant qualifications. We want to see how your skills align 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 financial planning and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Show Off Your Attention to Detail: As a paraplanner, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their best selves!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Integro Partners
✨Know Your Financial Stuff
Brush up on your knowledge of financial planning, investments, and pensions. Be ready to discuss how you’ve applied this knowledge in your previous roles, especially if you've worked as an IFA Administrator or Trainee Paraplanner.
✨Show Off Your Attention to Detail
Since the role requires excellent attention to detail, prepare examples that showcase your organisational skills. Think about times when your meticulousness made a difference in your work, like catching errors in reports or ensuring compliance.
✨Communicate Clearly
Strong written and verbal communication skills are key for this position. Practice explaining complex financial concepts in simple terms, as you might need to do this with clients or colleagues during the interview.
✨Familiarise Yourself with Financial Software
If you have experience with financial planning software like Xplan, be sure to mention it. If not, do a bit of research on it beforehand so you can discuss how you would approach learning new tools quickly.
