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- Tasks: Assess new business submissions and liaise with Financial Advisers to complete cases.
- Company: Dynamic Financial Advisory firm focused on high-quality advice for individuals and businesses.
- Benefits: Gain valuable experience in financial services with opportunities for progression.
- Why this job: Kickstart your career in finance and make a real impact in a supportive environment.
- Qualifications: 1-3 years in Financial Services and working towards a Diploma in Financial Planning.
- Other info: Join a team that values growth and offers a pathway to Paraplanning.
The predicted salary is between 20000 - 28000 £ per year.
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses.
Responsibilities
- Assess new business submissions based on information provided by the IFAs
- Record new cases in the company’s internal systems
- Liaise with the Financial Advisers to obtain information to enable case completion
- Produce suitability letters
- Present cases to the Financial Advisers
- Provide feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the company’s regulatory procedures
Qualifications
- Ideal candidate will have 1-3 years experience in Financial Services, either in an Investment Administration role seeking progression into Paraplanning or a Senior Investment Administrator moving into Paraplanning
- Ideally working towards a Diploma in Financial Planning, ideally with RO1, RO2, RO3 exams already completed
Trainee Paraplanner in Morley 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 Morley
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Trainee Paraplanner role. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial advice and paraplanning. We recommend practising common interview questions and scenarios that might come up, so you can showcase your skills and experience confidently.
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your career goals. Use our website to find roles that excite you and match your qualifications. Tailor your approach to each company to show them why you’re the perfect fit!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Trainee Paraplanner in Morley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any relevant roles you've had in Financial Services, especially if you've worked in Investment Administration or have been involved in Paraplanning.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role of Trainee Paraplanner and how your background aligns with what we're looking for. Be genuine and let your personality come through.
Showcase Your Qualifications: If you’re working towards a Diploma in Financial Planning or have completed any RO exams, make sure to mention these in your application. We love seeing candidates who are proactive about their professional development!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Lime Professional Services
✨Know Your Financial Stuff
Brush up on your knowledge of financial services, especially around investment administration and paraplanning. Be ready to discuss your understanding of suitability letters and the regulatory procedures that come with the role.
✨Showcase Your Experience
Prepare to talk about your previous roles in financial services. Highlight specific examples where you've assessed new business submissions or liaised with financial advisers. This will demonstrate your readiness for the responsibilities of a Trainee Paraplanner.
✨Ask Smart Questions
Think of insightful questions to ask during the interview. Inquire about the company’s approach to training and development for paraplanners, or how they support employees working towards their Diploma in Financial Planning. This shows your enthusiasm and commitment to growth.
✨Practice Your Presentation Skills
Since you'll be presenting cases to financial advisers, practice explaining complex information clearly and concisely. You might even want to do a mock presentation with a friend to get comfortable with articulating your thoughts under pressure.
