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- Tasks: Help create solid financial plans by analyzing client info and conducting research.
- Company: Join a dynamic team in the financial services sector focused on independent advice.
- Benefits: Enjoy potential remote work days after probation and gain valuable industry experience.
- Why this job: Perfect for those passionate about finance, with opportunities to learn and grow.
- Qualifications: Experience in financial services and strong customer service skills are essential.
- Other info: Office-based role with a chance to work from home occasionally.
The predicted salary is between 20000 - 30000 £ per year.
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Assessing fact find documentation, attitude to risk questionnaire and advisor proposals, assimilating information to allow a robust financial plan to be put into place.
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Exposure to investments, pensions, tax planning and protection cases.
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Conducting fund and product provider research, analysing data and making comparisons in relation to investments, pensions and protection.
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Creating suitability reports justifying each piece of advice in great detail but in terms that are understandable and clear to the client.
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Coordinate the issuance of client advice, correspondence, and enclosures, ensuring accuracy and timeliness
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Manage the end-to-end process of new business cases, ensuring a seamless journey to completion
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Work with various platform sites to manage client data and transactions efficiently
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Draft suitability reports tailored to client-specific needs and objectives
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Financial services experience within independent financial advise required.
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Strong Customer Service and Administration experience with an excellent attention to detail.
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Strong IT skills with the ability to use Microsoft Office proficiently.
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Must be able to drive with own transport, this role is office based with the potential for 1-2 days WFH following probation.
Trainee Paraplanner employer: Pertemps Redditch Commercial
Contact Detail:
Pertemps Redditch Commercial Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner
✨Tip Number 1
Familiarize yourself with the financial services industry, especially independent financial advice. Understanding the nuances of investments, pensions, and tax planning will give you a solid foundation to discuss during your interview.
✨Tip Number 2
Brush up on your analytical skills. Being able to conduct thorough fund and product provider research is crucial. Practice analyzing data and making comparisons to demonstrate your ability to create robust financial plans.
✨Tip Number 3
Showcase your customer service experience. Highlight specific instances where you've provided excellent service or resolved issues effectively, as this role requires strong interpersonal skills.
✨Tip Number 4
Make sure you're comfortable with Microsoft Office, especially Excel. Being proficient in these tools will help you manage client data and transactions efficiently, which is key for this position.
We think you need these skills to ace Trainee Paraplanner
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Trainee Paraplanner position. Understand the key responsibilities, such as assessing documentation and creating suitability reports, so you can tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize any financial services experience you have, particularly in independent financial advice. Mention specific examples of your customer service and administration skills, as well as your attention to detail.
Showcase IT Proficiency: Since strong IT skills are required, be sure to mention your proficiency with Microsoft Office and any other relevant software. If you have experience with platform sites for managing client data, include that as well.
Craft a Clear Cover Letter: Write a cover letter that clearly outlines your motivation for applying and how your skills align with the role. Use straightforward language to demonstrate your ability to communicate complex information in an understandable way, just like the suitability reports you'll be drafting.
How to prepare for a job interview at Pertemps Redditch Commercial
✨Understand Financial Concepts
Make sure you have a solid grasp of financial planning concepts, including investments, pensions, and tax planning. Be prepared to discuss how these elements interact and contribute to a robust financial plan.
✨Showcase Your Attention to Detail
Since the role requires creating detailed suitability reports, highlight your attention to detail during the interview. Provide examples from your past experiences where your meticulousness made a difference in your work.
✨Demonstrate Strong IT Skills
Be ready to discuss your proficiency with Microsoft Office and any other relevant software. You might be asked to explain how you've used these tools in previous roles to manage data or create reports.
✨Prepare for Client Interaction Scenarios
Given the emphasis on customer service, think of scenarios where you've successfully managed client relationships. Be prepared to share how you ensured clear communication and addressed client needs effectively.