At a Glance
- Tasks: Prepare reports and recommendations in wealth management while supporting clients and the team.
- Company: Established wealth management organisation with a focus on growth and development.
- Benefits: Competitive salary, professional qualifications sponsorship, and a supportive work environment.
- Other info: Permanent, full-time role with opportunities for career advancement.
- 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.
The predicted salary is between 22000 - 30000 £ 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. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Trainee Paraplanner employer: North Oak Recruitment
As an Investment Administrator at our Leicester office, you will join a company that has prioritised client satisfaction for over 40 years, fostering a culture of excellence and collaboration. With a competitive salary of up to £33,000 and a hybrid working option, we offer exceptional benefits and ample opportunities for professional growth, making it an ideal environment for those seeking a rewarding career in investment client servicing.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Paraplanner
✨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 listed in the job description, especially around preparing reports and client recommendations.
✨Tip Number 3
Show off your analytical skills! During interviews, be prepared to share examples of how you've successfully managed multiple cases or provided detailed technical commentary in your past roles. This will demonstrate your ability to handle the workload expected in this position.
✨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 take that extra step to connect 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 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 them. We love seeing candidates who are already equipped with the skills that can help us deliver exceptional client experiences.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. 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 a financial scenario. Practising how to articulate your thought process will help you stand out as a candidate who can think critically and provide detailed insights.
✨Team Player Vibes
Since teamwork is essential for this role, be ready to share examples of how you've successfully collaborated with others in previous positions. Highlighting your positive approach to work and life will resonate well with the interviewers, showing that you’re a great fit for their team.
✨Get Familiar with Tools
If you have experience with FE Analytics, Voyant, or Salesforce/Aptus, make sure to mention it! If not, consider doing a bit of research or even a quick tutorial on these tools. Showing that you're proactive about learning will impress the interviewers and demonstrate your commitment to the role.
