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For Companies At a Glance
- Tasks: Support Wealth Strategists by preparing reports and client packs, and attending meetings.
- Company: Join a dynamic firm in South Manchester focused on wealth management and client success.
- Benefits: Enjoy early finish Fridays, study support, private medical insurance, and a matched pension scheme.
- Why this job: Kickstart your career with accelerated progression and hands-on experience in financial planning.
- Qualifications: No prior experience needed; just a passion for finance and a willingness to learn.
- Other info: This role is fully office-based, perfect for those who thrive in a collaborative environment.
The predicted salary is between 24000 - 36000 £ per year.
Location: South Manchester (fully office based)
Salary: £30,000 DOE
Benefits:
- 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
Job Responsibilities:
- Assist Wealth Strategists with technical information and draft reports.
- Prepare client packs for review meetings.
- Ensure all client meeting information is accurate and timely.
- Attend client meetings, create meeting minutes, and document financial needs and objectives.
- Maintain ongoing client relationships, answer queries, and arrange reviews.
- Research and analyze financial products and services suitable for clients.
- Prepare investment strategies, mandates, and recommendations adhering to regulatory standards.
- Review client portfolios regularly to assess holdings and changing priorities.
- Use research and planning systems like FEAnalytics, Cashcalc, and platforms such as Elevate, Transact, & Abdrn Wrap.
- Ensure timely implementation of recommendations.
- Stay updated on industry, compliance, and regulatory developments.
- Build productive relationships with colleagues and clients within and outside the business.
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 products and services mentioned in the job description. Understanding tools like FEAnalytics and Cashcalc will give you a leg up during interviews, as you'll be able to discuss how you can effectively use them in your role.
✨Tip Number 2
Network with professionals in the wealth management sector. Attend local finance events or join online forums to connect with current paraplanners or wealth strategists. This can provide insights into the role and potentially lead to referrals.
✨Tip Number 3
Prepare for client interaction scenarios. Since the role involves attending meetings and maintaining client relationships, practice articulating how you would handle various client queries and document their financial needs effectively.
✨Tip Number 4
Stay updated on industry regulations and compliance standards. Being knowledgeable about recent changes can demonstrate your commitment to the role and help you stand out as a candidate who is proactive and informed.
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 assisting Wealth Strategists and preparing client packs.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job description. Emphasise any experience in financial services, client relationship management, or report drafting.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific aspects of the job that excite you, such as the opportunity for accelerated progression and study support.
Highlight Relevant Skills: In your application, be sure to mention any familiarity with research and planning systems like FEAnalytics or Cashcalc, as well as your ability to maintain client relationships and document financial needs.
How to prepare for a job interview at Integro Partners
✨Know Your Financial Products
Familiarise yourself with various financial products and services. Being able to discuss these intelligently will show your understanding of the role and impress the interviewers.
✨Demonstrate Attention to Detail
Since accuracy is crucial in this role, prepare examples that showcase your attention to detail. Discuss how you've ensured precision in past tasks or projects.
✨Prepare for Client Interaction Scenarios
Think about potential client scenarios you might face as a Trainee Paraplanner. Be ready to discuss how you would handle client queries and maintain relationships effectively.
✨Show Enthusiasm for Learning
Express your eagerness to learn and grow within the company. Highlight any relevant studies or training you've undertaken, especially related to Level 4 & 6 support.
