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- Tasks: Prepare personalised 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.
- Why this job: Kickstart your career in finance and make a real difference for clients.
- Qualifications: Experience in wealth management and strong analytical skills required.
- Other info: Office-based role near Derby City Centre with excellent career progression opportunities.
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
- Recommendations to include: Retirement Planning (including transfers and Drawdowns), Investment Planning, Protection, IHT/Trust planning, Business planning
- 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
- 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 in Nottingham employer: North Oak Recruitment
Contact Detail:
North Oak Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner in Nottingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management industry and let them know you're on the lookout for a Trainee Paraplanner role. 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 brushing up on your knowledge of financial products and services. Be ready to discuss how your previous experience aligns with the responsibilities of the role, especially around pension drawdown reports and suitability letters.
✨Tip Number 3
Show off your analytical skills! During interviews, be prepared to demonstrate how you've successfully managed multiple cases and provided detailed technical commentary in your past roles. This will highlight your organisational skills and ability to work under pressure.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Trainee Paraplanner in Nottingham
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 background aligns with the responsibilities listed in the job description. 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 working on client documentation, let us know – we love that stuff!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, we aim to respond within 10 days!
How to prepare for a job interview at North Oak Recruitment
✨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 responsibilities in 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 financial records. Practising how to articulate your thought process will help you stand out as a candidate who can handle the technical aspects of the job.
✨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 enhancing the team's performance.
✨Ask Smart Questions
Prepare some insightful questions to ask at the end of your interview. Inquire about the company's approach to professional development or how they support their paraplanners in achieving qualifications. This shows your motivation and interest in growing within the company, which is exactly what they're looking for.