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- Tasks: Support financial advisers by preparing reports and conducting product research.
- Company: Prestigious financial planning firm in Warrington with a supportive team.
- Benefits: Competitive salary and extensive benefits package.
- Why this job: Kickstart your career in finance and learn from experienced professionals.
- Qualifications: Experience in IFA administration and knowledge of financial products.
- Other info: Great opportunity for career growth while working towards your Level 4 diploma.
The predicted salary is between 24000 - 36000 £ per year.
Our client, a prestigious firm of financial planners in north Leeds are looking to appoint a Trainee / Junior Paraplanner.
Our client is looking to speak with IFA Administrators or Junior Paraplanners who are looking for a new challenge.
Subject to the individual\’s level of experience / capabilities, duties and responsibilities may include :
Responsibilities
- Working closely alongside the Advisers and senior Paraplanners
- Attending client meetings
- Preparing basic suitability reports
- Research & analysis of financial products to meet client requirements
- Preparing recommendations & implementing client recommendations
- Administrative duties
The Person :
- IFA administration experience (essential)
- Working towards L4 diploma (desirable)
- Knowledge in all aspects of financial advice covering Pensions, Investments, & Protection products
In return this opportunity offers a very competitive basic salary along with an extensive benefits package
To be considered for this opportunity, please apply for this role or contact Matthew Biddle on LinkedIn
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Trainee Paraplanner employer: Taylor James Professional Recruitment
Contact Detail:
Taylor James Professional Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at firms like the one you're eyeing. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products. Make sure you can discuss Pensions, Investments, and Protection products confidently. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Trainee Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trainee Paraplanner role. Highlight any relevant experience, especially in IFA administration, and showcase your knowledge of financial products like pensions and investments.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about becoming a Trainee Paraplanner and how your skills align with the job description. Keep it concise but impactful!
Showcase Your Skills: Don’t forget to mention any specific skills that relate to the duties listed, like preparing suitability reports or conducting research. We want to see how you can contribute to our team right from the start!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you on the path to joining our fantastic team!
How to prepare for a job interview at Taylor James Professional Recruitment
✨Know Your Financial Products
Make sure you brush up on your knowledge of pensions, investments, and protection products. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter as a Trainee Paraplanner. Prepare to discuss how you would approach these situations, including how you would gather information and prepare suitability reports.
✨Showcase Your Administrative Skills
Since the role involves administrative duties, be ready to highlight your organisational skills and any relevant experience. Bring examples of how you've successfully managed tasks in previous roles to demonstrate your capability.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask during the interview. This could include inquiries about the firm's approach to client meetings or how they support their trainees in achieving their Level 4 diploma. It shows your interest and eagerness to learn.
