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- Tasks: Assist Wealth Strategists with reports and client meetings, ensuring accurate investment transactions.
- Company: Join a dynamic financial services firm in South Manchester focused on client success.
- Benefits: Enjoy a £30,000 salary, early finish Fridays, study support, and private medical insurance.
- Why this job: Accelerate your career with hands-on experience and a supportive team culture.
- Qualifications: No prior experience needed; just a passion for finance and a willingness to learn.
- Other info: Fully office-based role with opportunities for professional development.
South Manchester Based (fully office based) £30,000 DOE
Accelerated Progression to Paraplanner
Early finish Fridays
Level 4 & 6 Study Support
Matched 5% Pension Contribution
Private Medical Insurance
Cash Health Plan
Death in Service
Cycle to Work Scheme
You will be responsible for providing our Wealth Strategists with technical information and assisting the other Client Managers and advisers with draft reports, ensuring client's investment transactions are carried out accurately. You will prepare client packs for ongoing review meetings. You will also make sure all the information for the client meetings is there on time and accurate to ensure the smooth delivery of the client proposition.
Responsibilities
- Attend client meetings alongside Wealth Strategists, create meeting minutes which accurately reflect the information gathered to fully document a client’s financial needs and objectives.
- Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings.
- Carry out research and analyse products and services that are appropriate to each client’s financial circumstances then discussing appropriate solutions with the Wealth Strategist.
- Prepare clear investment strategy, mandate, and recommendation reports, ensuring adherence with regulatory standards for review by the Wealth Strategist.
- Complete reviews of clients’ portfolios to support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities.
- Effectively use research and planning systems such as FEAnalytics, Cashcalc and wrap platforms such as Elevate, Transact & Abdrn Wrap.
- Be responsible for ensuring that recommendations are fully implemented in a timely manner.
- Maintain up-to-date knowledge of the industry, compliance, and regulatory developments.
- Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the business.
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
Familiarise yourself with the financial services industry, especially focusing on paraplanning. Understanding the role and responsibilities of a paraplanner will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals already working in the field. Attend industry events or join online forums to connect with paraplanners and wealth strategists. This can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Demonstrate your commitment to continuous learning. Mention any relevant courses or certifications you are pursuing, such as Level 4 or 6 qualifications, to show that you are serious about your professional development.
✨Tip Number 4
Prepare to discuss specific tools and software mentioned in the job description, like FEAnalytics and Cashcalc. Familiarity with these platforms can set you apart from other candidates and show your readiness for the role.
We think you need these skills to ace Trainee Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Trainee Paraplanner. Familiarise yourself with the key tasks such as preparing client packs, attending meetings, and conducting research.
Tailor Your CV: Highlight relevant experience and skills in your CV that align with the job description. Emphasise any previous roles or studies related to financial services, client management, or report preparation.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific reasons why you want to work as a Trainee Paraplanner and how your background makes you a suitable candidate.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise to make a strong impression.
How to prepare for a job interview at Integro Partners
✨Know Your Financial Products
Familiarise yourself with various financial products and services relevant to the role. Being able to discuss these confidently will show your understanding of the industry and impress the interviewers.
✨Demonstrate Attention to Detail
Since accuracy is crucial in this role, prepare examples from your past experiences where you successfully managed detailed tasks. Highlight how you ensured precision in your work, especially in report preparation.
✨Prepare for Client Interaction Scenarios
Think about potential client scenarios you might encounter and how you would handle them. This could include answering queries or managing expectations, showcasing your communication skills and client management abilities.
✨Show Enthusiasm for Learning
Express your eagerness to learn and grow within the company. Mention any relevant studies or certifications you are pursuing, as well as your interest in the Level 4 & 6 study support offered by the company.
