At a Glance
- Tasks: Prepare reports and support clients in their financial journeys.
- Company: Established wealth management firm with a focus on growth and development.
- Benefits: Competitive salary, professional qualifications sponsorship, and supportive team environment.
- Other info: Office-based role with opportunities for overtime during busy periods.
- Why this job: Kickstart your career in finance and make a real difference for clients.
- Qualifications: Experience in wealth management and strong analytical skills.
The predicted salary is between 20800 - 36400 £ per year.
My client is a well-established wealth management organisation and due to continued growth, they are now looking to appoint a trainee paraplanner to join their team. We are looking for a motivated individual with existing experience within the wealth management industry who is looking to further their career and pursue professional qualifications, which will be sponsored by the Company.
Responsibilities
- Prepare pension drawdown reports
- Accurately prepare personalised suitability reports and letters which are well thought out and meaningful
- Work efficiently to meet target deadlines
- Ensure all client work and documents (client fact find, Illustrations etc) are compliant and supported with relevant paperwork
- Undertake comparative research in preparation of client recommendations
- Recommendations within reports to include Retirement Planning (including transfers and Drawdowns), Investment Planning, Protection, IHT/Trust planning, Business planning
- Ensure all client queries are appropriately investigated and accurate responses given
- Part of the role will include administration support - requesting Letters of Authority information and business submission
- Work as part of a wider team in order to ensure an exceptional client experience and high-quality advice is provided to all our clients
Location & Commitments
- Permanent, full-time position
- Office based, approximately 2 miles from Derby City Centre
- Overtime may be required during busy periods (e.g. end of tax year/end of the year)
Candidate Requirements
- Motivated and career minded
- Previous role within wealth management
- Experience of FE Analytics, Voyant and Salesforce/Aptus are advantageous
- Good understanding of financial products and services
- Analytical skills, specifically analysing records and providing detailed technical commentary
- Strong organisational skills (e.g. managing an effective and efficient workload and often working on multiple cases at one time)
- Team fit is important, you must have a positive approach to work and life
- A good understanding of the administration and support side of wealth management (e.g. business submission and preparation of presentation packs), as well as preparing reports and relevant documentation
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days.
Trainee Paraplanner employer: North Oak Recruitment Ltd
Join a well-established wealth management organisation located just outside Derby, where you will be supported in your professional growth with sponsored qualifications and a collaborative work culture. Our team values motivation and a positive approach, ensuring that you not only contribute to exceptional client experiences but also thrive in a dynamic environment that encourages career advancement and skill development.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Paraplanner
✨Tip Number 1
Network like a pro! Reach out to people in the wealth management industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Be ready to discuss how your experience aligns with their needs, especially around pension drawdown reports and client recommendations. Show them you’re not just another candidate!
✨Tip Number 3
Practice your communication skills! As a trainee paraplanner, you'll need to explain complex financial concepts clearly. Try explaining your understanding of financial products to a friend or family member to build your confidence.
✨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 Paraplanner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Trainee Paraplanner role. Highlight any relevant experience in wealth management and showcase your analytical skills. We want to see how you fit into our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're motivated to join us and how your previous experience aligns with the responsibilities of the role. Keep it engaging and personal.
Showcase Your Skills:Don’t forget to mention your familiarity with tools like FE Analytics, Voyant, and Salesforce/Aptus. If you have experience preparing reports or conducting research, let us know – we love detail-oriented candidates!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
How to prepare for a job interview at North Oak Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products and services. Familiarise yourself with pension drawdown reports and suitability letters, as these are key parts of the role. Being able to discuss these topics confidently will show that you're serious about the position.
✨Show Your Analytical Skills
Prepare to demonstrate your analytical skills during the interview. You might be asked to analyse a case or provide commentary on a financial scenario. Practising how to articulate your thought process clearly will help you stand out.
✨Team Player Vibes
Since teamwork is crucial in this role, be ready to share examples of how you've worked effectively in a team before. Highlight your positive approach and how you contribute to a collaborative environment. This will show that you’re not just about individual success but also about supporting your colleagues.
✨Get Familiar with Tools
If you have experience with tools like FE Analytics, Voyant, or Salesforce/Aptus, make sure to mention it. If not, do a bit of research on them beforehand. Showing that you’re willing to learn and adapt to new technologies can really impress the interviewers.
