Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Advisers by assessing new business and producing reports.
- Company: Reputable Financial Advisory & Investment Management firm.
- Benefits: Great salary, career development, and a supportive team environment.
- Why this job: Kickstart your career in finance and gain valuable experience in paraplanning.
- Qualifications: 1-3 years in Financial Services or a willingness to learn and study.
- Other info: Office-based role in Sheffield with opportunities for growth.
The predicted salary is between 20000 - 30000 £ per year.
My client is a Financial Advisory & Investment Management firm, providing high quality Financial Advice to both Individuals and Businesses. We are currently seeking a Trainee Paraplanner to join the Administrative teams.
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 & reports
- 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 have some experience within IFA Administration with 1-3 years experience that wishes to progress into Paraplanning, or be someone fresh within the sector who is willing to study and develop a career within Financial Advice. Ideally, you will have 1-3 years experience within Financial Services and be working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).
Great salary offered for this role, office-based in Sheffield.
Trainee Paraplanner in Sheffield 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 Sheffield
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial services sector, especially those who are already working as paraplanners or financial advisers. Use platforms like LinkedIn to connect and engage with them; you never know who might have a lead on a job opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products and regulations. Since you're aiming for a role that involves liaising with IFAs and producing reports, being able to discuss these topics confidently will set you apart from other candidates.
✨Tip Number 3
Don’t just apply anywhere—focus on firms that align with your career goals. Check out our website for openings that match your skills and aspirations. Tailor your approach to each company, showing them why you’re the perfect fit for their team!
✨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 Sheffield
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 experience in IFA Administration or Financial Services, and don’t forget to mention any exams you’ve completed towards your Diploma in Financial Planning.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about becoming a Trainee Paraplanner and how your background aligns with what we’re looking for. Be genuine and let your personality come through!
Showcase Your Attention to Detail: As a Trainee Paraplanner, attention to detail is key. Make sure your application is free from typos and errors. This shows us that you take pride in your work and understand the importance of accuracy in financial documentation.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, you’ll get to see more about our company culture and values!
How to prepare for a job interview at Lime Professional Services
✨Know Your Stuff
Make sure you brush up on financial services basics and the role of a paraplanner. Familiarise yourself with terms like suitability letters and regulatory procedures, as these will likely come up in conversation.
✨Show Your Enthusiasm
Let your passion for financial advice shine through! Talk about why you're interested in this career path and how you see yourself growing within the company. A genuine interest can set you apart from other candidates.
✨Prepare Questions
Have a few thoughtful questions ready to ask the interviewers. This shows that you’re engaged and serious about the role. You might ask about the team dynamics or what a typical day looks like for a Trainee Paraplanner.
✨Highlight Relevant Experience
Even if you’re new to the sector, think about any transferable skills or experiences you have. If you've worked in administration or customer service, relate those experiences back to how they can benefit your role as a Trainee Paraplanner.
