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- Tasks: Join our team as a Trainee Paraplanner, analysing client data and supporting investment strategies.
- Company: We're a dynamic firm of Independent Financial Planners based in stylish Warrington offices.
- Benefits: Enjoy a competitive salary, free onsite parking, and a supportive work environment.
- Why this job: Kickstart your finance career with hands-on experience and the chance to become a Qualified Paraplanner.
- Qualifications: Ideal candidates should have some CII exam progress and a background in IFA admin roles.
- Other info: Must be a driver due to our remote location, but we offer secure parking.
The predicted salary is between 22400 - 39200 £ per year.
LOCATION: WARRINGTON
SALARY: UP TO 28,000
Our client is a firm of Independent Financial Planners looking to recruit an additional member of their Technical Paraplanning Team. Working from modern and stylish offices based on the outskirts of Warrington, our client is looking for an ambitious and dedicated individual to join their team and progress to become a Qualified Paraplanner.
Team fit is incredibly important; therefore, those applying should demonstrate commitment and will have, in an ideal world, started working towards or obtained at least one of the CII exams.
Your duties will include:
- Analysing client data
- Researching products to support recommendations
- Working with planners to complete any gaps in information gathered
- Supporting the creation of an investment strategy suitable to the client's needs and objectives
- Compiling financial planning recommendations and suitability reports
- Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
- Managing the research and analysis of financial products to meet Client requirements
- Managing the presentation of technical data to the Financial Planner(s)
- Updating the business on FCA rules
- Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative/compliance requirements, both internally and externally
- Liaising with product providers and other relevant third parties.
Candidates applying for the role should come from an IFA background, either in an Admin capacity or someone who is looking for a more involved Trainee Paraplanner/Paraplanner opportunity. Good working knowledge of whole of market products is required, specifically across Pensions.
PLEASE NOTE: You will need to be a driver to get to our clients’ office location, as they are fairly remote, but do offer free and secure onsite parking.
TRAINEE PARAPLANNER employer: NJR Recruitment
Contact Detail:
NJR Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land TRAINEE PARAPLANNER
✨Tip Number 1
Familiarise yourself with the latest FCA regulations and compliance requirements. This knowledge will not only help you in interviews but also demonstrate your commitment to responsible financial planning.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who work as paraplanners or within IFA firms. Attend relevant events or join online forums to gain insights and potentially get referrals.
✨Tip Number 3
Consider obtaining or progressing towards CII qualifications if you haven't already. Highlighting your commitment to professional development can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss specific examples of how you've analysed client data or supported financial recommendations in previous roles. This will showcase your practical experience and readiness for the Trainee Paraplanner position.
We think you need these skills to ace TRAINEE PARAPLANNER
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and requirements of the Trainee Paraplanner position. Highlight any specific skills or qualifications mentioned, such as knowledge of whole of market products and CII exams.
Tailor Your CV: Customise your CV to reflect your relevant experience and skills that align with the role. Emphasise any previous work in an IFA environment, your analytical abilities, and any progress towards CII qualifications.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention why you are interested in becoming a Trainee Paraplanner and how your background makes you a suitable candidate.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial planning industry.
How to prepare for a job interview at NJR Recruitment
✨Show Your Commitment to Learning
Since the role requires candidates to have started working towards or obtained CII exams, be sure to mention any relevant qualifications or your plans to pursue them. This shows your dedication to the profession and your willingness to grow.
✨Demonstrate Your Analytical Skills
As a Trainee Paraplanner, you'll be analysing client data and researching products. Prepare examples from your past experiences where you've successfully analysed information or made recommendations based on your findings.
✨Understand the Importance of Team Fit
Team fit is crucial for this position. Research the company culture and values, and think about how your personal values align with theirs. Be ready to discuss how you can contribute positively to the team dynamic.
✨Familiarise Yourself with FCA Rules
Since the role involves ensuring compliance with FCA rules, brush up on your knowledge of these regulations. Being able to discuss how you would ensure compliance in your work will demonstrate your understanding of the industry standards.
