Trainee Paraplanner Apply now

Trainee Paraplanner

Fareham Entry level 21000 - 35000 £ / year (est.)
Apply now
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At a Glance

  • Tasks: Prepare client reports, conduct product research, and ensure compliance accuracy.
  • Company: Join a firm dedicated to delivering high-quality financial advice to diverse clients.
  • Benefits: Enjoy perks like birthday leave, private medical insurance, and profit sharing.
  • Why this job: This role offers supportive training and career progression in a dynamic environment.
  • Qualifications: Deep knowledge of financial products, excellent communication skills, and proficiency with financial software required.
  • Other info: Perfect for those looking to elevate their career in financial services.

The predicted salary is between 21000 - 35000 £ per year.

Trainee Paraplanner (IFA Administrator) Are you an experienced IFA Administrator looking to take the next step? This is a fantastic opportunity to join a business dedicated to providing valuable, high-quality financial advice to a growing and diverse client base. Overview :The firm prides itself on delivering a valuable service to clients facing increasingly complex financial decisions. With a focus on quality advice, innovation, and inclusion, the business supports advisers with personal development, cutting-edge tools, and national introducer arrangements. Salary : Up to £35,000  Key Responsibilities : Prepare client reports and conduct product research. Provide technical analysis for advisers. Ensure compliance accuracy and documentation. Liaise with clients and providers. Key Skills : Deep knowledge of financial products and compliance. Excellent organisational and communication abilities. Proficiency with financial software. Strong attention to detail and problem-solving. Why Join Us? Supportive training for career progression. Employee benefit trust ensuring profit sharing. Perks like birthday leave, private medical insurance, electric car scheme, and more. Take your career to the next level—apply …

Trainee Paraplanner employer: Ortus Psr

Join a dynamic team as a Trainee Paraplanner where your growth is our priority. We offer a supportive work culture that emphasizes personal development, innovative tools, and a commitment to quality financial advice. With unique benefits like profit sharing, birthday leave, and private medical insurance, we ensure that our employees feel valued and empowered to excel in their careers.
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Contact Detail:

Ortus Psr Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trainee Paraplanner

✨Tip Number 1

Make sure to familiarize yourself with the latest financial products and compliance regulations. This knowledge will not only help you in your role but also impress potential employers during interviews.

✨Tip Number 2

Network with professionals in the financial advisory sector. Attend industry events or join online forums to connect with others who can provide insights and potentially refer you to job openings.

✨Tip Number 3

Demonstrate your proficiency with financial software by practicing with popular tools used in the industry. Being able to showcase your skills in this area can set you apart from other candidates.

✨Tip Number 4

Prepare for interviews by practicing common questions related to client report preparation and technical analysis. Being well-prepared will boost your confidence and help you articulate your experience effectively.

We think you need these skills to ace Trainee Paraplanner

Knowledge of Financial Products
Compliance Understanding
Technical Analysis Skills
Client Liaison Skills
Organizational Skills
Communication Skills
Proficiency in Financial Software
Attention to Detail
Problem-Solving Skills
Report Preparation Skills
Research Skills
Time Management
Adaptability
Team Collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience as an IFA Administrator. Focus on relevant skills such as financial product knowledge, compliance accuracy, and your ability to prepare client reports.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for providing high-quality financial advice. Mention specific experiences that demonstrate your organisational skills and attention to detail.

Highlight Technical Skills: Emphasize your proficiency with financial software in both your CV and cover letter. Provide examples of how you have used these tools to support advisers or improve processes.

Showcase Communication Abilities: In your application, illustrate your excellent communication skills. Describe situations where you successfully liaised with clients or providers, ensuring clarity and compliance.

How to prepare for a job interview at Ortus Psr

✨Showcase Your Financial Knowledge

Make sure to highlight your understanding of financial products and compliance during the interview. Be prepared to discuss specific examples of how you've applied this knowledge in previous roles.

✨Demonstrate Your Organisational Skills

Since the role requires excellent organisational abilities, share instances where you successfully managed multiple tasks or projects. This will show that you can handle the responsibilities of a Trainee Paraplanner effectively.

✨Communicate Clearly

Effective communication is key in this position. Practice articulating your thoughts clearly and concisely, especially when discussing technical analysis or client interactions. This will help you stand out as a strong candidate.

✨Ask Insightful Questions

Prepare thoughtful questions about the company's approach to financial advice and their support for personal development. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.

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  • Trainee Paraplanner

    Fareham
    Entry level
    21000 - 35000 £ / year (est.)
    Apply now

    Application deadline: 2027-01-06

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    Ortus Psr

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