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- Tasks: Support wealth advisers by researching financial products and preparing client reports.
- Company: Join a dynamic team in the financial services industry focused on client success.
- Benefits: Enjoy a competitive salary, study support, annual bonuses, and flexible working hours.
- Why this job: Kickstart your career with full training and make a real impact on clients' financial journeys.
- Qualifications: Must have 2 years of admin experience; strong Word & Excel skills required.
- Other info: Opportunity for growth with annual pay reviews and extra leave incentives.
The predicted salary is between 25000 - 27250 £ per year.
As a Trainee Financial Paraplanner, you will join a dynamic team of professionals who work closely together to provide vital support to the wealth advisers. Your main responsibilities will include:
?? Researching products, financial planning solutions, and investment strategies
?? Assisting in the preparation of recommendation reports for client meetings
?? Providing high-level administrative support to the team
?? Assisting advisers with client management
?? Generating technical reports and information for advisers and clients, With full training provided, this is the perfect opportunity for you to enhance your already fantastic administrative skills, work closely with financial advisers, and make a meaningful contribution to client’s financial journeys. Don’t miss out! This could be the start of a very successful career within the financial services industry.
? Great attention to detail
? Must be a fully competent Administrator (minimum of 2 years prior experience)
? Strong Word & Excel skills
? Fantastic literacy and numeracy skills
? Fast typing speeds
? Previous experience within Financial Services would be advantageous but not essential, * Admin
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FSA
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IFA
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Trainee
? Competitive starting salary £25k (minimum) rising to £27,250 after 6-month probation
? Study support for any additional qualifications
? £4k (minimum) potential annual bonus – Post probation, subject to performance
? 25 days annual leave (+ 2 extra days to earn and use every quarter)
? Annual pay review based on performance
? Flexi-time (37.5 hours across the week)
Trainee Financial Paraplanner employer: Office Angels
Contact Detail:
Office Angels Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Paraplanner
✨Tip Number 1
Familiarize yourself with the financial services industry by reading up on current trends and products. This will not only help you in interviews but also show your genuine interest in the field.
✨Tip Number 2
Network with professionals in the financial sector, especially those who work as financial advisers or paraplanners. Attend industry events or join online forums to make connections that could lead to job opportunities.
✨Tip Number 3
Brush up on your Excel skills, as they are crucial for generating reports and managing data. Consider taking an online course to enhance your proficiency and demonstrate your commitment to the role.
✨Tip Number 4
Prepare to discuss your administrative experience in detail during the interview. Highlight specific examples where your attention to detail and organizational skills made a positive impact in your previous roles.
We think you need these skills to ace Trainee Financial Paraplanner
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Trainee Financial Paraplanner position. Understand the key responsibilities and required skills, such as attention to detail and proficiency in Word and Excel.
Tailor Your CV: Customize your CV to highlight your administrative experience and any relevant skills that align with the job requirements. Emphasize your attention to detail and any previous experience in financial services, even if it's not essential.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the financial services industry. Mention how your skills and experiences make you a great fit for supporting wealth advisers and contributing to clients' financial journeys.
Proofread Your Application: Before submitting your application, carefully proofread all documents to ensure there are no spelling or grammatical errors. A polished application reflects your strong literacy skills and attention to detail.
How to prepare for a job interview at Office Angels
✨Showcase Your Administrative Skills
Since the role requires strong administrative capabilities, be prepared to discuss your previous experience in administration. Highlight specific examples where you demonstrated attention to detail and efficiency in your tasks.
✨Demonstrate Financial Knowledge
Even if you don't have extensive experience in financial services, familiarize yourself with basic financial concepts and terminology. This will show your enthusiasm for the industry and your willingness to learn.
✨Prepare for Technical Questions
Expect questions related to Word and Excel skills, as these are crucial for the role. Brush up on your knowledge of spreadsheets, formulas, and document formatting to confidently answer any technical queries.
✨Express Your Teamwork Spirit
The job involves working closely with a team of professionals. Be ready to share examples of how you've successfully collaborated with others in past roles, emphasizing your ability to support colleagues and contribute to a positive team environment.
