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- Tasks: Assist in preparing reports and conducting research for financial planning.
- Company: Join a dynamic team focused on financial planning and client support.
- Benefits: Enjoy full training, career development, and a competitive salary.
- Why this job: Gain hands-on experience while helping clients achieve their financial goals.
- Qualifications: Interest in finance, attention to detail, and good communication skills required.
- Other info: Support towards relevant qualifications like Diploma in Regulated Financial Planning.
The predicted salary is between 16200 - 19800 £ per year.
Job role: Trainee Paraplanner Salary: 27,000( Within 12 months of being qualified this will be reviewed ) Location: Leicester Join Our Team as a Trainee Paraplanner! Are you looking to kick-start your career in financial planning? Do you have a keen eye for detail, strong analytical skills, and a passion for helping others? We are offering an exciting opportunity for a Trainee Paraplanner to join our dynamic and growing team. About the Role: As a Trainee Paraplanner, you will play a crucial support role within our financial planning team, assisting with preparing high-quality reports, research, and recommendations for clients. You will gain invaluable hands-on experience and training while working closely with experienced paraplanners and financial advisors. Key Responsibilities: Conduct research on financial products, investments, and providers as a trainee paraplanner Prepare and maintain financial planning documentation and reports Support senior paraplanners and advisors with client meetings and follow-ups Assist in the analysis of clients’ financial positions, goals, and objectives Help ensure compliance with industry regulations and company procedures as a Trainee Paraplanner Develop and maintain strong relationships with internal teams and clientsWhat We’re Looking For: A strong interest in financial planning and personal finance as a Trainee paraplanner Excellent attention to detail and organizational skills A proactive, can-do attitude and eagerness to learn as a trainee paraplanner Good communication and interpersonal skills as a trainee paraplanner Basic knowledge of financial services or a relevant qualification (e.g., CF1, CISI, or equivalent) is desirable but not essentialWhy Join Us? Full training and career development opportunities Support towards relevant qualifications (e.g., Diploma in Regulated Financial Planning) A collaborative, friendly, and supportive work environment Competitive salary and benefits package
Trainee Paraplanner employer: Pertemps Leicester
Contact Detail:
Pertemps Leicester Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner
✨Tip Number 1
Research the financial planning industry and familiarize yourself with key concepts and terminology. This will not only help you in interviews but also show your genuine interest in the role of a Trainee Paraplanner.
✨Tip Number 2
Network with professionals in the financial planning field. Attend industry events or join online forums to connect with paraplanners and advisors who can provide insights and potentially refer you to opportunities.
✨Tip Number 3
Prepare thoughtful questions about the role and the company for your interview. This demonstrates your enthusiasm and helps you understand how you can contribute to the team as a Trainee Paraplanner.
✨Tip Number 4
Showcase your analytical skills through examples from previous experiences, whether in education or work. Highlighting your ability to analyze information will resonate well with the responsibilities of a Trainee Paraplanner.
We think you need these skills to ace Trainee Paraplanner
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Trainee Paraplanner position. Understand the key responsibilities and required skills, so you can tailor your application to highlight your relevant experiences.
Highlight Relevant Skills: In your CV and cover letter, emphasize your attention to detail, analytical skills, and any experience or interest in financial planning. Use specific examples to demonstrate how you've applied these skills in past situations.
Show Your Eagerness to Learn: Express your enthusiasm for the role and your willingness to learn. Mention any relevant courses or qualifications you are pursuing or plan to pursue, such as CF1 or CISI, to show your commitment to the field.
Personalize Your Application: Make sure to personalize your cover letter by addressing it to the hiring manager if possible. Mention why you are specifically interested in this company and how you align with their values and goals.
How to prepare for a job interview at Pertemps Leicester
✨Show Your Passion for Financial Planning
Make sure to express your genuine interest in financial planning during the interview. Share any relevant experiences or coursework that sparked your passion, and demonstrate how you stay updated on industry trends.
✨Highlight Your Attention to Detail
As a Trainee Paraplanner, attention to detail is crucial. Prepare examples from your past experiences where your meticulous nature helped avoid mistakes or improved outcomes. This will show that you understand the importance of accuracy in this role.
✨Demonstrate Your Analytical Skills
Be ready to discuss how you approach problem-solving and analysis. You might be asked to analyze a hypothetical financial scenario, so practice articulating your thought process clearly and logically.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to financial planning, team dynamics, or training opportunities. This shows your enthusiasm for the role and helps you assess if the company is the right fit for you.
