At a Glance
- Tasks: Support financial advisers by writing clear reports and managing paraplanning requests.
- Company: Join Saltus, an award-winning financial planning firm with a vibrant culture.
- Benefits: Enjoy career growth, training support, and a fun work environment.
- Other info: Be part of a team recognised as one of the Best Places to Work.
- Why this job: Make a positive impact on clients' financial futures while developing your skills.
- Qualifications: Strong communication skills and a passion for the financial industry.
The predicted salary is between 800 - 1400 £ per month.
We are looking for a high calibre Report Writer to join our growing team. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner.
Why Saltus? Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do. We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service.
What does this role look like?
- To deliver high standard support to advisers within the financial services team, ensuring compliance procedures and internal systems and processes are followed.
- To work seamlessly with the existing team.
- To develop on an ongoing basis with training and support from your line manager, with a view to progressing to a Level 4/6 qualification.
- To maintain client confidentiality, data protection and other legislative and organisational responsibilities.
- To seek opportunities for continuous improvements and feedback to your line manager.
- To be flexible and tackle a variety of tasks on behalf of the team.
- To undertake Continuous Professional Development (CPD) to meet regulatory requirements, both internally and externally.
- Ability to take complex information and put this into clear, concise reports.
- Maintain an in-depth understanding of the financial industry to deliver confident writing at multiple levels.
- Ensuring all data and analysis are accurate.
- Be familiar with financial regulations and ensure reports comply with these standards.
- Financial reports produced in a timely manner, requiring efficient time management.
Main duties and responsibilities
- To log and manage paraplanning requests from advisers.
- To provide paraplanning support for basic and complex new business such as; individual protection, business protection, investment contributions and replacement business, pension contributions, pension drawdown and esoteric investments.
- To assist the Pension Switch Team as needed.
- To ensure the adviser has sufficient know your client information recorded within the back-office system, including fact find, objectives and rationale, attitude to risk, investment objectives and existing plan information.
- To liaise with advisers where information is incomplete or unclear.
- To conduct provider and fund research as required, including risk scoring existing and proposed investments, past performance and charges information.
Trainee Paraplanner in Cornwall employer: Saltus
Saltus is an exceptional employer that prioritises the growth and well-being of its employees, fostering a vibrant work culture where individuals can thrive and find meaning in their roles. With a strong commitment to professional development, including support for qualifications and continuous training, Saltus ensures that its team members are equipped to excel in the financial industry. Recognised as one of the Best Places to Work by the Sunday Times, Saltus offers a fulfilling environment that values excellence, collaboration, and a positive relationship with wealth.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Paraplanner in Cornwall
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work at Saltus. A friendly chat can open doors and give you insider info about the company culture and what they really value in a Trainee Paraplanner.
✨Tip Number 2
Prepare for the interview by brushing up on your communication skills. Since the role requires top-notch report writing, practice explaining complex financial concepts in simple terms. This will show that you can deliver clear and concise reports, just like they want!
✨Tip Number 3
Show your passion for continuous learning! Mention any relevant courses or certifications you've completed, especially if they relate to financial regulations or paraplanning. Saltus loves candidates who are eager to grow and develop their skills.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of the Saltus team and contributing to their mission of improving relationships with wealth.
We think you need these skills to ace Trainee Paraplanner in Cornwall
Some tips for your application 🫡
Show Off Your Communication Skills:Since we're on the lookout for top-notch communication skills, make sure your written application reflects that. Use clear and concise language, and don’t shy away from showcasing your ability to explain complex information simply.
Tailor Your Application:Take a moment to tailor your application specifically for the Trainee Paraplanner role. Highlight relevant experiences and skills that align with our mission at Saltus, showing us how you can contribute to improving relationships with wealth.
Be Professional Yet Personable:While we appreciate professionalism, we also love a bit of personality! Let your unique voice shine through in your application, but keep it appropriate for the financial services industry. We want to see the real you!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it shows us you’re keen to be part of our award-winning team!
How to prepare for a job interview at Saltus
✨Know Your Stuff
Before the interview, make sure you brush up on your knowledge of financial regulations and the paraplanning process. Familiarise yourself with common terms and concepts in the financial industry, as this will help you speak confidently and clearly about your understanding during the interview.
✨Showcase Your Communication Skills
Since top-notch communication skills are a must for this role, practice articulating complex information in a simple way. You might want to prepare a few examples of how you've successfully communicated difficult concepts in the past, whether in writing or verbally.
✨Demonstrate Your Problem-Solving Ability
Be ready to discuss specific instances where you've had to troubleshoot or resolve issues efficiently. Think of examples that highlight your ability to manage time effectively while maintaining accuracy, as this is crucial for the role of a Trainee Paraplanner.
✨Emphasise Your Team Spirit
Saltus values teamwork, so be prepared to talk about your experiences working collaboratively. Share examples of how you've contributed to a team environment and how you can support advisers and colleagues in achieving shared goals.
