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- Tasks: Assist in preparing client reports and attend meetings with financial planners.
- Company: Award-winning financial planning practice with a collaborative culture.
- Benefits: Competitive salary, bonus, hybrid working, and support for industry exams.
- Other info: Progression to Paraplanner and Adviser roles available.
- Why this job: Kickstart your finance career with real impact and growth opportunities.
- Qualifications: Strong communication skills, attention to detail, and a passion for finance.
The predicted salary is between 35000 - 37500 £ per year.
Our North London, Financial Planning client is an award-winning practice who have recently gone through expansion with a new investor. Their future is secure, as they continue to offer best advice in all areas of investment, pension, protection and estate planning to both corporate and individual clients. As a business, they are passionate about client service and enjoy regular client communication ensuring financial planning remains a priority. They work closely with many financial institutions/providers to provide innovative solutions, always adding value to their clients' long-term plans. This is a large, progressive Financial Planning business who already have talented, professional individuals who enjoy a collaborative and rewarding working culture.
Excitingly, they now require a Trainee Paraplanner to join the practice to work alongside existing, qualified Paraplanners.
Duties And Responsibilities- Obtaining relevant literature to accompany client reports
- Dealing with client administration
- Preparation of packs for meetings with clients including investment valuations
- Preparation of reports to clients on financial planning matters
- Learning and using all applications required for the job including Excel/Word, Financial Express Analytics, Intelligent Office client management system, Wrap - investment deals & client processing
- Attend client meetings with financial planners and contribute to such meetings
- Undertake research as required on specific projects
- Computer literate
- Good keyboard and data entry skills
- Excellent communication skills
- Highly organised with good attention to detail
- Self-motivated and willing to work within a team and alone
- A natural interest in finance
- High level of accuracy
- Able to work under pressure with strict deadlines
Please note: As already stated, progression is available to Paraplanner, Senior Paraplanner and even to Adviser if you so wish. Of course, support for industry exams will be fully supported. WFH/Hybrid is also available with this opportunity. This opportunity will undoubtedly suit an individual who has a Financial Services background, either technical administration or already carrying out light Paraplanning duties, and looking to take the next step up in their career.
Recruit Wealth has supported this business for many years; we hold them in high regard with their staff retention and reputation. An excellent salary, bonus and benefits package is on offer. Please apply to us here at Recruit Wealth for an immediate response.
Location: North London - WFH/Hybrid | Salary: £35000 - £37500 per
Trainee Paraplanner in London employer: Recruit Wealth Limited
Contact Detail:
Recruit Wealth Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for a Trainee Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial planning. Familiarise yourself with key concepts and be ready to discuss how you can contribute to client service and innovative solutions. Show them you're passionate about finance!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values. Check out our website for opportunities at firms like the one in North London. Tailor your approach to highlight how you fit into their collaborative culture.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in making you memorable. Use this opportunity to reiterate your enthusiasm for the role and how you can add value to their team.
We think you need these skills to ace Trainee Paraplanner in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Trainee Paraplanner role. Highlight any relevant financial services background or technical administration experience to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for finance and why you want to join our team. Be genuine and let us know what excites you about this opportunity.
Show Off Your Communication Skills: Since excellent communication is key in this role, make sure your application is clear and well-structured. We want to see your ability to convey information effectively right from the start!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Recruit Wealth Limited
✨Know Your Financial Stuff
Brush up on your financial knowledge, especially around investment, pensions, and estate planning. Being able to discuss these topics confidently will show that you're genuinely interested in the role and understand the industry.
✨Show Off Your Organisational Skills
Since the job requires excellent attention to detail and organisation, prepare examples from your past experiences where you successfully managed multiple tasks or projects. This will demonstrate your ability to handle the responsibilities of a Trainee Paraplanner.
✨Practice Your Communication
As client communication is key, practice explaining complex financial concepts in simple terms. You might even want to role-play with a friend to get comfortable discussing financial planning matters clearly and effectively.
✨Be Ready to Learn
Express your eagerness to learn and grow within the company. Mention any relevant courses or certifications you’re considering, and be open about your career aspirations, whether it’s becoming a Paraplanner or moving up to Adviser.