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- Tasks: Support the Paraplanning team by assessing new business and liaising with Financial Advisers.
- Company: Reputable Financial Advisory firm focused on high-quality advice.
- Benefits: Gain valuable experience in financial services and career progression opportunities.
- Why this job: Kickstart your career in finance and make a real impact in client advisory.
- Qualifications: 1-3 years in Financial Services or Investment Administration, working towards a Diploma in Financial Planning.
- Other info: Join a supportive team and enhance your skills in a dynamic environment.
The predicted salary is between 1200 - 1400 £ per month.
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses.
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 IFAs
- Recording new cases in the company's 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
- Finalising cases in line with the company's 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).
Trainee Paraplanner in Leeds employer: Lime Professional Services
Contact Detail:
Lime Professional Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner in Leeds
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial services sector on LinkedIn. Join relevant groups and engage in discussions to get your name out there. You never know who might have a lead on a Trainee Paraplanner position!
✨Tip Number 2
Prepare for interviews by practising common questions related to paraplanning. Think about how your experience in investment administration can translate into this new role. We recommend doing mock interviews with friends or mentors to boost your confidence.
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your achievements in financial services, especially any relevant projects or case studies. This will help you stand out when you’re chatting with potential employers.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities listed, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications all in one place.
We think you need these skills to ace Trainee Paraplanner in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trainee Paraplanner role. Highlight any relevant experience in Financial Services and mention any qualifications or exams you’re working towards. We want to see how your background fits with what we do!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about Paraplanning and how your skills can benefit our team. Keep it concise but engaging – we love a good story!
Showcase Your Attention to Detail: In this role, 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, so double-check everything before hitting send!
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. Plus, it’s super easy!
How to prepare for a job interview at Lime Professional Services
✨Know Your Stuff
Make sure you brush up on financial concepts and paraplanning processes. Familiarise yourself with the key responsibilities of the role, like assessing new business and producing suitability letters. This will show that you're genuinely interested and ready to hit the ground running.
✨Showcase Your Experience
If you've got 1-3 years in Investment Administration, be ready to discuss specific examples of your work. Highlight any relevant projects or tasks that align with the responsibilities of a Trainee Paraplanner. This will help the interviewers see how your background fits the role.
✨Ask Smart Questions
Prepare some thoughtful questions about the company’s approach to financial advice and how the paraplanning team collaborates with Financial Advisers. This not only shows your interest but also helps you gauge if the company is the right fit for you.
✨Demonstrate Your Learning Mindset
Since this role is for a Trainee, emphasise your willingness to learn and grow. Mention any steps you’re taking towards obtaining your Diploma in Financial Planning and how you plan to continue developing your skills in the industry.
