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- Tasks: Assist in preparing financial reports and support senior advisers with documentation.
- Company: Join a reputable financial services team with a strong track record.
- Benefits: Enjoy private medical, dental, generous pension, hybrid work, and funded qualifications.
- Why this job: Kickstart your career in financial planning and develop valuable skills.
- Qualifications: Previous admin experience in IFA and strong communication skills required.
- Other info: Great opportunity for career growth and a supportive team environment.
The predicted salary is between 30000 - 42000 £ per year.
This fantastic opportunity is an opportunity to secure a trainee paraplanner position, where you can learn and gain fantastic new skills. Initially offered as a 12 month contract, this client has a great track record of keeping individuals who have been placed on contracts.
On offer: Private Medical, Private Dental, Generous pension of 8%, hybrid working, discounted rates, qualifications funded and yearly bonus (when permanent).
We are seeking a diligent and detail-oriented Junior Paraplanner to join our clients financial services team. This entry-level role offers an excellent opportunity to develop your skills within the financial planning sector, supporting senior advisers with report writing, analysis, and client documentation.
The successful candidate will possess strong organisational and communication skills, with a keen interest in financial planning and have come from a previous IFA background, within an administration function.
Responsibilities- Assist in preparing comprehensive financial reports and documentation for clients
- Undertaking report writing
- Conduct analysis of client financial data
- Support senior paraplanners and advisers with administrative tasks and client correspondence
- Maintain accurate records using Microsoft Office applications, including Word, Excel, and Outlook
- Organise client files and ensure compliance with company policies and procedures
- Contribute to the preparation of meeting agendas and follow-up documentation
- Provide excellent customer service by responding to client queries professionally and promptly
- Support the team in maintaining organisational efficiency through effective time management and administrative skills
- Previous administrative experience in an IFA administration position is essential, we also welcome individuals who have been in paraplanning before
- Familiarity with report writing and analysis skills is advantageous but not essential
- Strong communication skills, both written and verbal, are essential
- Organisational skills with the ability to manage multiple tasks effectively
- Any CII/Diploma qualifications will strengthen your application but are not essential
Junior Paraplanner employer: Opus Perm
Contact Detail:
Opus Perm Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Paraplanner
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning sector on LinkedIn or at local events. We can’t stress enough how valuable personal connections can be in landing that Junior Paraplanner role.
✨Tip Number 2
Prepare for interviews by practising common questions related to paraplanning and financial services. We recommend doing mock interviews with friends or family to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you’ve managed multiple tasks effectively in previous roles. This will highlight your suitability for the Junior Paraplanner position.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you along the way, and applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Junior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Junior Paraplanner role. Highlight any relevant experience in IFA administration and showcase your organisational and communication skills. We want to see how you can support our financial services team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your keen interest in financial planning and explain why you're excited about this opportunity. Let us know how your background aligns with the responsibilities of the role.
Showcase Your Skills: Don’t forget to mention your proficiency with Microsoft Office applications, especially Word and Excel. If you have any experience with report writing or analysis, make sure to highlight that too. We love detail-oriented candidates!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Opus Perm
✨Know Your Financial Basics
Brush up on your financial planning knowledge before the interview. Understand key concepts and terminology that are relevant to the role of a Junior Paraplanner. This will not only show your interest in the field but also help you answer questions more confidently.
✨Showcase Your Organisational Skills
Since this role requires strong organisational abilities, prepare examples from your previous experience where you successfully managed multiple tasks or projects. Be ready to discuss how you prioritise your workload and maintain accuracy in your work.
✨Practice Report Writing
Even if you haven't done extensive report writing before, it’s a good idea to practice drafting a sample financial report. Familiarise yourself with the structure and key components. This will demonstrate your proactive approach and willingness to learn during the interview.
✨Prepare Questions for Them
Interviews are a two-way street, so think of insightful questions to ask about the company culture, training opportunities, and what success looks like in this role. This shows your enthusiasm and helps you gauge if the company is the right fit for you.