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- Tasks: Assist financial advisers and senior paraplanners with client meetings and reports.
- Company: Join a prestigious financial planning firm in Harrogate, known for its excellence.
- Benefits: Enjoy a competitive salary and an extensive benefits package.
- Why this job: Gain hands-on experience in finance while working in a supportive and dynamic environment.
- Qualifications: Must have IFA administration experience; Diploma Level 4 is a plus.
- Other info: Perfect for those seeking a new challenge in the financial sector.
The predicted salary is between 24000 - 36000 £ per year.
Our client, a prestigious firm of financial planners in Harrogate, is looking to appoint a Trainee Paraplanner. They are seeking to speak with 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:
- 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
The Person:
- IFA administration experience (essential)
- Diploma Level 4 or working towards (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.
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 with professionals in the financial planning industry. Attend local finance-related events or join online forums to connect with current paraplanners and advisers. This can give you insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest financial products and regulations. Staying updated on industry trends will not only boost your confidence but also demonstrate your commitment to potential employers during interviews.
✨Tip Number 3
Prepare for client meetings by practising your communication skills. Being able to articulate complex financial concepts clearly is crucial, so consider role-playing scenarios with friends or mentors to build your confidence.
✨Tip Number 4
Research the firm thoroughly before your interview. Understand their values, services, and client base. Tailoring your conversation to align with their mission can make a strong impression and show that you're genuinely interested in the role.
We think you need these skills to ace Trainee Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in IFA administration and any qualifications you have, such as Diploma Level 4. Use specific examples to demonstrate your skills in financial advice, particularly in pensions, investments, and protection products.
Craft a Compelling Cover Letter: Write a cover letter that explains why you're interested in the Trainee Paraplanner position. Mention your enthusiasm for working closely with advisers and senior paraplanners, and how your background makes you a suitable candidate for this role.
Showcase Relevant Skills: In your application, emphasise your research and analytical skills, especially in relation to financial products. Highlight any experience you have in preparing suitability reports or attending client meetings, as these are key responsibilities of the role.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial planning industry.
How to prepare for a job interview at Taylor James Professional Recruitment
✨Show Your Financial Knowledge
Make sure to brush up on your understanding of financial products, especially pensions, investments, and protection products. Being able to discuss these topics confidently will impress the interviewers and show that you're serious about the role.
✨Demonstrate Your Administrative Skills
Since IFA administration experience is essential, be prepared to share specific examples of your previous administrative roles. Highlight any relevant software or tools you've used that could be beneficial in a paraplanning context.
✨Prepare for Client Interaction Scenarios
As the role involves attending client meetings, think about how you would handle various client scenarios. Practising responses to common client questions or concerns can help you feel more confident during the interview.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm and the role. This shows your genuine interest and helps you understand if the company culture aligns with your values. Consider asking about their approach to training and development for Trainee Paraplanners.
