At a Glance
- Tasks: Support financial advisers and develop your skills in paraplanning.
- Company: Join a rewarding organisation that values learning and growth.
- Benefits: Enjoy competitive salary, gym membership, and generous holiday allowance.
- Other info: Flexible hybrid working options and excellent team culture.
- Why this job: Kickstart your career in financial services with full training provided.
- Qualifications: A genuine interest in financial services and strong communication skills.
The predicted salary is between 25000 - 27000 £ per year.
This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What’s most important is the desire to learn and build a worthwhile career.
Location: Office based primarily but home working is available for up to 2 days per week
Hours: 5 days per week - 9am until 5pm (Monday - Friday)
Salary: £25,000 - £27,000 Negotiable
Contract type: Permanent
Benefits:
- 30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company shutdown is also in addition)
- NHS Top up Medical Cash Plan (increasing with length of service)
- Gym membership
- Free onsite parking
- Bike to work scheme
- Exam support and funding
- In-house development path for those that want to develop throughout the various roles
- Team socials
Role purpose: An exciting new opportunity has arisen within the Paraplanning team providing paraplanning support to the Paraplanners, Advisers and wider business.
Key Duties and Responsibilities:
- Providing paraplanning support to the Financial adviser team across more simple products and cases with a view of developing into more complex advice areas and cases in development and learning journey
- Sending Letter of Authorities to third party providers
- Chasing outstanding information with third party providers
- Analysing of policy information
- Preparation of basic suitability letter and reports
- Accurately recording clients data and compliance
- Communication between client and adviser to ensure both parties are updated throughout the process
- Working within desired timescales for completion of tasks
- Project a professional image in both appearance and attitude and provide quality support on time to agreed standards
- Maintain up to date industry knowledge and awareness by attending training days and keeping abreast of advice and process changes internally
- Develop technical competence at an appropriate level to meet the requirements of the role
- Maintain a good working relationship with colleagues, clients and third parties.
Person Specification:
- Genuine interest in Financial Services and paraplanning as a long term career
- Interest in taking exams and keen to develop is essential
- High level of attention to detail and accuracy
- Highly organised
- Excellent written and verbal communication skills
- IT Skills
- Demonstrates a positive attitude at all times
- Works well as an individual and also as part of a large team
Remote working/work at home options are available for this role.
Trainee/Junior Paraplanner (Hybrid) in Chester employer: Resourcing Group
Join a supportive and nurturing organisation that prioritises employee growth and development, offering comprehensive training for those new to the industry. With a hybrid working model, generous holiday allowance, and a range of benefits including gym membership and exam support, this role provides an excellent foundation for a rewarding career in financial services. The collaborative work culture encourages team bonding through socials, making it a fantastic place to build lasting professional relationships.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee/Junior Paraplanner (Hybrid) in Chester
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work as paraplanners. A friendly chat can lead to valuable insights and even job leads. Don't forget to connect with us at StudySmarter for more opportunities!
✨Tip Number 2
Prepare for interviews by researching common questions and practising your answers. Show your enthusiasm for learning and growing in the role. Remember, we love candidates who are eager to develop their skills, so let that shine through!
✨Tip Number 3
Tailor your approach! When you apply, highlight your desire to learn and any relevant skills or experiences, even if they’re not directly related. We appreciate candidates who show initiative and a genuine interest in the field.
✨Tip Number 4
Follow up after interviews with a thank-you email. It’s a great way to reiterate your interest in the position and keep you fresh in their minds. Plus, it shows you’re professional and courteous—qualities we value at StudySmarter!
We think you need these skills to ace Trainee/Junior Paraplanner (Hybrid) in Chester
Some tips for your application 🫡
Show Your Enthusiasm:Let us know why you're excited about the Trainee/Junior Paraplanner role! We love seeing candidates who are genuinely interested in financial services and eager to learn. A little passion goes a long way!
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your skills and experiences that align with the job description. We want to see how you fit into our lovely organisation, so be specific about your interest in paraplanning.
Keep It Clear and Concise:When writing your application, clarity is key! Use straightforward language and avoid jargon. We appreciate well-structured applications that are easy to read and get straight to the point.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Resourcing Group
✨Show Your Enthusiasm for Learning
Since prior experience isn't essential, make sure to express your genuine interest in financial services and paraplanning. Share examples of how you've pursued learning opportunities in the past, whether through courses, reading, or relevant projects.
✨Demonstrate Attention to Detail
Given the importance of accuracy in this role, prepare to showcase your attention to detail. Bring along a sample of your work, like a report or a project, that highlights your ability to maintain high standards and accuracy.
✨Prepare Questions About Development Opportunities
This organisation values growth and development, so come prepared with questions about the in-house development path and exam support. This shows you're serious about building a long-term career and are eager to take advantage of the training provided.
✨Practice Your Communication Skills
As communication is key in this role, practice articulating your thoughts clearly and confidently. You might even want to do a mock interview with a friend to refine your verbal communication skills, ensuring you can convey your ideas effectively during the actual interview.
