At a Glance
- Tasks: Support financial advisers and develop your skills in paraplanning.
- Company: Join a rewarding organisation that values growth and learning.
- Benefits: Enjoy competitive salary, gym membership, and exam support.
- Other info: Flexible hybrid working and opportunities for career development.
- Why this job: Kickstart your career in financial services with full training provided.
- Qualifications: A keen interest in financial services and strong communication skills.
The predicted salary is between 25000 - 27500 £ per year.
This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What’s most important is the desire to learn and build a worthwhile career.
Location: Office based primarily but home working is available for up to 2 days per week
Hours: 5 days per week - 9am until 5pm (Monday - Friday)
Salary: £25,000 - £27,500+ Negotiable
Contract type: Permanent
Benefits:
- 30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition)
- NHS Top up Medical Cash Plan (increasing with length of service)
- Gym membership
- Free onsite parking
- Bike to work scheme
- Exam support and funding
- Inhouse development path for those that want to develop throughout the various roles
- Team socials
Role purpose: An exciting new opportunity has arisen within the Paraplanning team providing paraplanning support to the Paraplanners, Advisers and wider business.
Key Duties and Responsibilities:
- Providing paraplanning support to the Financial adviser team across more simple products and cases with a view of developing into more complex advice areas and cases in development and learning journey
- Sending Letter of Authorities to third party providers
- Chasing outstanding information with third party providers
- Analysing of policy information
- Preparation of basic suitability letter and reports
- Accurately recording clients data and compliance
- Communication between client and adviser to ensure both parties are updated throughout the process
- Working within desired timescales for completion of tasks
- Project a professional image in both appearance and attitude and provide quality support on time to agreed standards
- Maintain up to date industry knowledge and awareness by attending training days and keeping abreast of advice and process changes internally
- Develop technical competence at an appropriate level to meet the requirements of the role
- Maintain a good working relationship with colleagues, clients and third parties.
Person Specification:
- Genuine interest in Financial Services and paraplanning as a long term career
- Interest in taking exams and keen to develop is essential
- High level of attention to detail and accuracy
- Highly organised
- Excellent written and verbal communication skills
- IT Skills
- Demonstrates a positive attitude at all times
- Works well as an individual and also as part of a large team
Trainee/Junior Paraplanner (Hybrid) employer: Marstep Resourcing Solutions
Join a supportive and nurturing organisation that prioritises employee growth and development, offering comprehensive training for those new to the industry. With a hybrid working model, generous benefits including a medical cash plan, gym membership, and a clear path for career advancement, this role is perfect for individuals eager to learn and thrive in a collaborative environment.
Contact Details:
Marstep Resourcing Solutions Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trainee/Junior Paraplanner (Hybrid)
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the company and role. Understand their values and how you can contribute. Practise common interview questions and think about how your skills align with what they’re looking for.
✨Tip Number 3
Show your enthusiasm! During interviews, let your passion for financial services and paraplanning shine through. Employers love candidates who are eager to learn and grow within the company.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Trainee/Junior Paraplanner (Hybrid)
Some tips for your application 🫡
Show Your Enthusiasm:Let us see your passion for financial services and paraplanning in your application. We love candidates who are eager to learn and grow, so don’t hold back on expressing your desire to build a career with us!
Tailor Your Application:Make sure to customise your CV and cover letter to highlight how your skills and interests align with the role. We appreciate when applicants take the time to connect their experiences to what we’re looking for.
Be Clear and Concise:When writing your application, keep it straightforward and to the point. We value clarity, so make sure your communication is easy to read and understand. This will show us your excellent written communication skills right from the start!
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity. Plus, it’s super easy!
How to prepare for a job interview at Marstep Resourcing Solutions
✨Show Your Enthusiasm for Learning
Since prior experience isn't essential, make sure to express your genuine interest in financial services and paraplanning. Share examples of how you've pursued learning opportunities in the past, whether through courses, reading, or relevant projects.
✨Demonstrate Attention to Detail
Given the role's focus on accuracy and organisation, prepare to discuss how you ensure precision in your work. Bring up specific instances where your attention to detail made a difference, such as catching errors or improving processes.
✨Communicate Clearly and Professionally
Strong communication skills are key in this role. Practice articulating your thoughts clearly and concisely. You might even want to prepare a few questions to ask the interviewer that show your understanding of the role and the company.
✨Be Ready to Discuss Teamwork
This position involves working closely with colleagues and clients. Think of examples from your past experiences where you successfully collaborated with others. Highlight how you contribute to a positive team environment and support your peers.
