At a Glance
- Tasks: Support financial advisers and develop your skills in paraplanning.
- Company: Join a rewarding organisation that values growth and learning.
- Benefits: 30 days holiday, gym membership, exam support, and more!
- Other info: Enjoy a hybrid work model and team socials in a supportive environment.
- Why this job: Kickstart your career in financial services with full training provided.
- Qualifications: A genuine interest in financial services and strong communication skills.
The predicted salary is between 38250 - 46750 £ 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 on request
Hours: 5 days per week - 9am until 5pm (Monday - Friday)
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 Paraplanner (Some Hybrid) in Wrexham employer: Marstep Resourcing Solutions
Join our dynamic team in Ellesmere Port as an Account Development Executive, where you will thrive in a supportive and collaborative work culture that values your contributions. We offer competitive salaries with uncapped commission potential, ensuring your hard work is rewarded, alongside opportunities for professional growth and development. Experience the unique advantage of a hybrid working model that promotes work-life balance while being part of a company that is committed to your success.
Contact Details:
Marstep Resourcing Solutions Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Paraplanner (Some Hybrid) in Wrexham
✨Get Involved with University Events
Trainee roles in financial controlling often pop up through university career fairs and networking events. Join finance-related societies at your university so you can mingle with professionals and get the insider scoop on who’s hiring. Plus, these events often have companies like Marstep Resourcing Solutions actively scouting for fresh talent, so get your face out there!
✨Show Off Your Excel Skills
Financial controlling is all about crunching numbers and analysis, so make sure you highlight any relevant skills, especially in Excel. Consider creating a portfolio showcasing your analytical projects or even doing a small financial analysis on a company like Marstep Resourcing Solutions. This will not only impress them but also show you’re proactive!
✨Leverage Professional Networks
Connect with professionals in the financial controlling space through platforms like LinkedIn. Join finance groups and participate in discussions. Even better, search for mentors who can guide you through the maze of securing a trainee role. It’s all about building those connections!
✨Apply through Your University
Many firms, including Marstep Resourcing Solutions, have partnerships with universities for trainee positions. Make sure you utilise your university's career services to get access to exclusive openings and even mock interview practice. Don’t just submit your application blindly—tap into this resource to maximise your chances of landing that trainee position.
We think you need these skills to ace Trainee Paraplanner (Some Hybrid) in Wrexham
Some tips for your application 🫡
Show Off Your Academic Credentials:In the financial controlling world, your grades matter! Highlight your academic achievements, especially in relevant subjects like finance, accounting, or economics in your CV. If you’ve completed any finance-related courses or certifications, don’t shy away from boasting about them!
Quantify Your Experience:Employers love numbers! When describing any work experience or projects on your CV, try to include metrics or results. For example, if you managed a budget or helped cut costs for a project, mention how much you saved or increased efficiency. This shows you can make an impact.
Express Your Passion in the Cover Letter:As a trainee, your eagerness to learn is crucial. Use your cover letter to convey your enthusiasm for finance. Share what intrigues you about financial controlling and how this role at Marstep Resourcing Solutions can help you grow your skills and knowledge in the field.
Tailor Your Application to Marstep Resourcing Solutions:When applying, it’s vital to tailor your CV and cover letter to reflect the values and goals of Marstep Resourcing Solutions. Mention specific projects or initiatives of the company that resonate with you. Personalising your application shows you’ve done your research and are genuinely interested in being part of their team.
How to prepare for a job interview at Marstep Resourcing Solutions
✨Master the Numbers
Finance ain't just about the glitzy spreadsheets! Brush up on your numerical skills and be prepared for some practical case questions. Expect scenarios where you’ll need to crunch some numbers to analyse financial scenarios—it’s a big part of the trainee role in financial controlling.
✨Know Your Tools
Familiarise yourself with financial software and tools commonly used in the industry like SAP or Excel. During the interview, you might be quizzed on your experience with these tools and how you would use them to streamline financial reporting or budgeting processes.
✨Show Your Willingness to Learn
As a trainee, your potential is just as important as your current skills. Be prepared to talk about your eagerness to learn and grow in the role. Sharing examples of how you've picked up new skills in the past can show that you’re adaptable and ready for the challenges ahead!
✨Ask Smart Questions
Tailor your questions to show you understand the financial controlling field—think about how the company handles its financial reporting processes or ask about the specific tools they use. This not only demonstrates your interest but gives us insight into your analytical thinking and engagement with the role at Marstep Resourcing Solutions.
