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- Tasks: Join our team as a Trainee Paraplanner, supporting Financial Advisers and managing new business cases.
- Company: We're a leading Financial Advisory & Investment Management firm dedicated to providing top-notch financial advice.
- Benefits: Enjoy a competitive salary and the chance to grow your career in a supportive environment.
- Why this job: This role offers hands-on experience in finance, with opportunities for professional development and career progression.
- Qualifications: Ideal candidates have 1-3 years in Financial Services or are eager to start their journey in Financial Advice.
- Other info: Office-based in Sheffield, perfect for those looking to build a career in finance.
My client is a Financial Advisory & Investment Management firm, providing high quality Financial Advice to both Individuals and Businesses.
Experience, qualification, and soft skills, have you got everything required to succeed in this opportunity Find out below.
We are currently seeking a Trainee Paraplanner to join the Admninistrative teams, you will be responsible for assessing new business submitted based on information provided by the IFA\’s, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters & reports, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalise cases in line with the companies regulatory procedures.
The ideal person for this role will either be someone who has some experience within IFA Administration with 1-3 years experience that wishes to progress into Paraplanning, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3). We are also willing to consider candidates fresh within the sector, who are willing to study and wanting to develop a career within Financial Advice.
Great salarey offered for this role, office-based in Sheffield
Trainee Paraplanner employer: Lime People Search & Select Ltd
Contact Detail:
Lime People Search & Select Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner
✨Tip Number 1
Network with professionals in the financial services sector. Attend industry events or join relevant online forums to connect with experienced paraplanners and financial advisers who can provide insights and potentially refer you to opportunities.
✨Tip Number 2
Familiarise yourself with the tools and software commonly used in paraplanning. Being proficient in these systems can give you an edge during interviews, as it shows your readiness to hit the ground running.
✨Tip Number 3
Stay updated on the latest regulations and trends in financial planning. This knowledge will not only help you in interviews but also demonstrate your commitment to the profession and your eagerness to learn.
✨Tip Number 4
Prepare thoughtful questions to ask during your interview. This shows your genuine interest in the role and the company, and it can help you stand out as a candidate who is proactive and engaged.
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 tasks mentioned in the job description, such as assessing new business and liaising with Financial Advisers.
Tailor Your CV: Highlight any relevant experience you have in IFA Administration or Financial Services. If you're working towards a Diploma in Financial Planning, mention this prominently, along with any exams you've completed.
Craft a Compelling Cover Letter: Use your cover letter to express your enthusiasm for the role and the company. Discuss your motivation to develop a career in Financial Advice and how your skills align with the requirements of the position.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Lime People Search & Select Ltd
✨Know Your Financial Services Basics
Brush up on your knowledge of financial services and paraplanning. Be prepared to discuss key concepts, regulations, and the role of a paraplanner in supporting financial advisers.
✨Showcase Your Soft Skills
Highlight your communication and organisational skills during the interview. These are crucial for liaising with financial advisers and managing multiple cases effectively.
✨Demonstrate Your Willingness to Learn
Express your eagerness to study towards the Diploma in Financial Planning. Mention any relevant exams you’ve completed or are planning to take, as this shows commitment to your professional development.
✨Prepare Questions for the Interviewers
Have thoughtful questions ready about the company culture, team dynamics, and growth opportunities within the firm. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
