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- Tasks: Join our Paraplanning team to assess new business and support Financial Advisers.
- Company: A leading Financial Advisory firm offering top-notch advice to individuals and businesses.
- Benefits: Gain valuable experience in finance with potential for career growth and development.
- Why this job: Perfect for those passionate about finance, eager to learn, and make a real impact.
- Qualifications: 1-3 years in Financial Services; pursuing a Diploma in Financial Planning is a plus.
- Other info: Opportunity to work closely with experienced Financial Advisers and enhance your skills.
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses.
Increase your chances of reaching the interview stage by reading the complete job description and applying promptly.
We are seeking someone to join the Paraplanning team as a Trainee, which 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, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures.
The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, 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)
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 industry. Attend relevant events or join online forums where you can connect with current paraplanners and financial advisers. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the tools and software commonly used in paraplanning. Being proficient in these systems can set you apart from other candidates and show your commitment to the role.
✨Tip Number 3
Stay updated on the latest regulations and trends in financial planning. Demonstrating your knowledge during interviews can highlight your enthusiasm for the field and your readiness to contribute to the team.
✨Tip Number 4
Prepare thoughtful questions to ask during your interview. This shows your genuine interest in the role and helps you understand how you can best fit into the company's culture and objectives.
We think you need these skills to ace Trainee Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in Financial Services, particularly any roles related to Investment Administration. Emphasise skills that align with the responsibilities of a Trainee Paraplanner, such as attention to detail and communication skills.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and explain why you want to transition into Paraplanning. Mention any relevant qualifications, like your progress towards a Diploma in Financial Planning, and how your previous experience has prepared you for this position.
Showcase Relevant Skills: Highlight specific skills that are crucial for the role, such as your ability to assess new business, liaise with Financial Advisers, and produce suitability letters. Use examples from your past experiences to demonstrate these skills effectively.
Proofread Your Application: Before submitting your application, carefully proofread all documents to ensure there are no spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which are essential 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, especially the role of a paraplanner. Be prepared to discuss key concepts and regulations that are relevant to the position, as this will show your understanding of the industry.
✨Demonstrate Your Communication Skills
Since you'll be liaising with Financial Advisers, it's crucial to showcase your communication skills during the interview. Practice articulating your thoughts clearly and concisely, and be ready to provide examples of how you've effectively communicated in previous roles.
✨Showcase Your Attention to Detail
As a Trainee Paraplanner, attention to detail is vital. Prepare to discuss instances where your meticulousness has made a difference in your work, whether in producing documents or managing client information.
✨Express Your Willingness to Learn
Highlight your eagerness to grow within the paraplanning field. Discuss any steps you've taken towards obtaining your Diploma in Financial Planning and express your commitment to continuing education and professional development.
