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- Tasks: Produce suitability reports, conduct product research, and support the team in a dynamic environment.
- Company: Reputable IFA practice in Preston with a supportive culture.
- Benefits: Competitive salary, 25 days holiday, flexible hours, pension, medical cover, and funded study support.
- Why this job: Join a friendly team and grow your career in financial services with excellent training opportunities.
- Qualifications: Experience in financial services as a trainee paraplanner or IFA Administrator is preferred.
- Other info: Enjoy free parking and a lovely office atmosphere while working with great people.
The predicted salary is between 28000 - 35000 £ per year.
28K TO 35K Basic, great benefits including 25 days holiday, flexible hours, pension and medical cover. They will also provide funded study support.
Based in Preston city centre – free parking. Our client is a small but very reputable IFA practice in Preston that has been established for many years and has an exceptional client base. The offices are lovely, and you’d be working with some really great people. The Directors really look after their staff and reward generously.
The ideal person will need to have worked within the Financial Services industry with experience as a trainee paraplanner or IFA Administrator and have a working and competent knowledge of financial services products such as Investments, ISAs, Pensions and Protection. You will have good communication skills, be organised, happy to take responsibility for your own work and be able to work to deadlines. The ideal person should be part qualified or keen to progress further; there will be study support provided.
Responsibilities as Paraplanner:- Produce professional suitability reports
- Tailoring suitability letters to individual clients
- Responsible for file preparation for meetings and existing business administration
- Provide specific product, provider and fund research
- Assisting administrators during busy periods and working in a team environment
- Submit new business applications, produce quotations, deal with providers and clients, chase outstanding pipeline cases and outstanding fees
- Experience using Intelligent Office and Selectapension would be an advantage
- Ideally possess experience in a support role or trainee paraplanner within financial services
- Exposure to suitability reports would be advantageous
- Good knowledge of financial products – particularly pensions and investments
- Excellent attention to detail
- Well organised and efficient
Junior Paraplanner in Preston employer: Serata Search (UK) Ltd
Contact Detail:
Serata Search (UK) Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Paraplanner in Preston
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, attend local events, and join relevant online groups. 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 practising common questions and scenarios related to paraplanning. We recommend role-playing with a friend or using online resources to get comfortable discussing your experience with financial products and suitability reports.
✨Tip Number 3
Showcase your skills! Bring along examples of your work, like suitability reports or research you've done on financial products, to interviews. This will demonstrate your competence and give you an edge over other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Junior Paraplanner in Preston
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any relevant roles you've had in financial services, especially if you've worked as a trainee paraplanner or IFA Administrator.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background aligns with what we're looking for. Don’t forget to mention your knowledge of financial products like pensions and investments.
Show Off Your Communication Skills: Since good communication is key for this role, make sure your application is clear and well-structured. Use professional language but keep it friendly – we want to see your personality shine through!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Serata Search (UK) Ltd
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products, especially pensions and investments. Being able to discuss these confidently will show that you’re serious about the role and understand the industry.
✨Tailor Your Suitability Reports
Prepare to discuss how you would approach producing suitability reports. Think about how you can tailor these to individual clients, as this is a key responsibility in the role. Having examples or ideas ready will impress your interviewers.
✨Show Off Your Organisational Skills
Since the job requires good organisation and the ability to work to deadlines, be ready to share examples from your past experiences where you successfully managed multiple tasks or projects. This will demonstrate your capability to handle the responsibilities of the role.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, team dynamics, and the support for further qualifications. This shows your interest in the position and helps you gauge if it’s the right fit for you.
