Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Assist financial planners with client management and financial planning tasks.
- Company: Join a leading National Firm of Independent Financial Planners known for excellence.
- Benefits: Enjoy 28 days annual leave, pension contributions, and exam support.
- Why this job: Gain valuable experience in finance while working in a supportive and dynamic environment.
- Qualifications: No prior experience required; enthusiasm and willingness to learn are key.
- Other info: Opportunity to buy additional leave and participate in a rolling sick pay scheme.
The predicted salary is between 24000 - 36000 £ per year.
Benefits Pension: Employer contribution of 5% with salary sacrifice for Employee contributions. 28 days annual leave (plus Bank Holidays) with opportunity to buy a further 5 days Group Life cover: x4 salary Rolling sick pay scheme Exam / Training support NJR Recruitment are currently working with a market leading & National Firm of Independent Financial Planners who have built up and maintained an excellent reputation. An exciting opportunity is now available for an experienced Paraplanner to join and work from their offices in Chorley on a hybrid basis. The successful candidate will be responsible for supporting the wider team in all aspects of techncial research and report writing. They will also from time to time be responsible for other duties as delagated by the Parapalnning Manager. Key Responsibilities: To accurately interpret the advisers client files to ascertain the clients needs and advisers instructions to translate this successfully into a Financial Planning Report. To carry out appropriate research and analysis to determine the most suitable providers, products and investment funds to meet the clients needs. To liaise with the Technical Team Leader in the first insta…
Paraplanner/Trainee employer: NJR Recruitment Careers
Contact Detail:
NJR Recruitment Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner/Trainee
✨Tip Number 1
Make sure to research the company thoroughly. Understand their values, mission, and the services they offer. This will help you align your answers during the interview with what they are looking for in a Paraplanner/Trainee.
✨Tip Number 2
Network with current or former employees of the firm. They can provide valuable insights into the company culture and what the hiring managers prioritize when selecting candidates.
✨Tip Number 3
Prepare to discuss your understanding of financial planning concepts. Being able to articulate your knowledge in this area will demonstrate your readiness for the role and your commitment to learning.
✨Tip Number 4
Show enthusiasm for professional development. Highlight any relevant courses or certifications you are pursuing or plan to pursue, as this aligns with the exam/training support mentioned in the job description.
We think you need these skills to ace Paraplanner/Trainee
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Paraplanner/Trainee position. Understand the key responsibilities and required skills to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize any relevant experience or qualifications you have that align with the financial planning industry. This could include internships, coursework, or certifications.
Show Enthusiasm for Learning: Since this is a trainee position, express your eagerness to learn and grow within the role. Mention any specific areas of financial planning you are particularly interested in.
Proofread Your Application: Before submitting your application, make sure to proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in financial planning.
How to prepare for a job interview at NJR Recruitment Careers
✨Understand the Role
Make sure you have a clear understanding of what a Paraplanner does and how it fits within the financial planning process. Research the specific responsibilities and skills required for the role.
✨Show Your Enthusiasm for Learning
Since this is a trainee position, demonstrate your eagerness to learn and grow in the field. Be prepared to discuss any relevant coursework or training you've undertaken.
✨Prepare Questions
Have a list of thoughtful questions ready to ask during the interview. This shows your interest in the company and the role, and helps you determine if it's the right fit for you.
✨Highlight Relevant Experience
Even if you don't have direct experience as a Paraplanner, highlight any transferable skills or experiences that relate to financial planning, customer service, or analytical tasks.
