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- Tasks: Support financial advisers by researching and preparing high-quality reports.
- Company: Dynamic outsourced Paraplanning company with a focus on collaboration.
- Benefits: Competitive salary, flexible hours, hybrid work, and generous holiday allowance.
- Other info: No CV? No problem! We’ll help you through the application process.
- Why this job: Kickstart your career in finance with unique progression opportunities and supportive training.
- Qualifications: 1-2 years paraplanning experience and strong analytical skills required.
The predicted salary is between 37000 - 40000 £ per year.
A specialist outsourced Paraplanning company are keen to add a Trainee Paraplanner to their team. They do need someone familiar with research and/or report writing tools who has a good understanding of the advice process, then they'll take you to the next level. The company (and its Paraplanners) are an extension of the IFAs they support. They adapt to the specific needs and ways of working of clients, and ensure that communication and collaboration is a key part of the relationship.
The progression is different from the 'norm' too. The scope here is to move into Account Management or Team Lead, looking after either key clients or new Paraplanners as they join the business, or both! And don't worry if you're not looking for progression, aside from becoming the best Paraplanner you can be! Your application will be welcomed with as much enthusiasm as those that do.
In summary, a wonderful opportunity for career Paraplanners with plenty of scope for those who want it.
The role:
- Working closely with different financial advice firms and their advisers, to provide technical support and deliver high-quality, compliant reports.
- Researching pensions and investments
- Preparing suitability reports
- Collaborating with colleagues to deliver excellent client outcomes
- Maintaining accurate, compliant records and risk management standards
- Keeping technical knowledge up to date through CPD
The person:
- At least 1-2 years of paraplanning experience, ideally within an IFA.
- Strong analytical and report-writing skills, excellent attention to detail, and the ability to manage workloads effectively.
- Diploma qualified or working towards it is desirable.
The benefits:
- £37,000-£40,000 salary
- Multiple progression opportunities
- Only 2-3 days working in the office
- 5% Pension Contributions
- 4x DIS
- 25 days holiday plus bank holidays
- Flexible working hours and patterns (Accommodating external commitments e.g. regular appointments, childcare etc)
Unsure if you should apply? Or you don't have a CV? No problem! Send us a way of contacting you and we'll provide all of the information you'll need to make an informed decision. Then if you need to do a CV we can even help you with that. Everyone will receive a reply.
Trainee Paraplanner in Sutton Coldfield employer: RECRUITMENT 22 LIMITED
Contact Detail:
RECRUITMENT 22 LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner in Sutton Coldfield
✨Tip Number 1
Network like a pro! Reach out to current Paraplanners or financial advisers on LinkedIn. Ask them about their experiences and any tips they might have for landing a role like this. You never know who might have a lead or be able to refer you!
✨Tip Number 2
Get your research game on! Familiarise yourself with the latest trends in pensions and investments. This will not only boost your confidence but also show potential employers that you're genuinely interested in the field.
✨Tip Number 3
Practice makes perfect! Try drafting some sample suitability reports or analyses. This will help you refine your report-writing skills and give you something tangible to discuss during interviews.
✨Tip Number 4
Apply through our website! We’re all about making the application process as smooth as possible. If you’re unsure about anything, just drop us a message and we’ll help you out. Let’s get you that Trainee Paraplanner role!
We think you need these skills to ace Trainee Paraplanner in Sutton Coldfield
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for the role shine through! We want to see why you're excited about becoming a Trainee Paraplanner and how you can contribute to our team.
Tailor Your Application: Make sure to customise your application to highlight your relevant experience and skills. We love seeing how your background in research and report writing aligns with what we're looking for!
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so make sure your key points stand out without unnecessary fluff. This helps us see your strengths quickly!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss any important updates from our team!
How to prepare for a job interview at RECRUITMENT 22 LIMITED
✨Know Your Stuff
Make sure you brush up on your knowledge of the advice process and the tools used in research and report writing. Familiarity with these will not only help you answer questions confidently but also show that you're serious about the role.
✨Showcase Your Skills
Prepare examples from your past experience that highlight your analytical skills and attention to detail. Think of specific situations where you successfully managed workloads or delivered high-quality reports, as this will resonate well with the interviewers.
✨Understand Their Needs
Research the company and its approach to paraplanning. Understanding how they adapt to the needs of different IFAs will allow you to tailor your answers and demonstrate that you’re a good fit for their collaborative culture.
✨Ask Thoughtful Questions
Prepare some insightful questions to ask at the end of the interview. This could be about their progression opportunities or how they support new Paraplanners. It shows your interest in the role and helps you gauge if it’s the right fit for you.