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- Tasks: Join a dynamic team supporting financial planners with research and report creation.
- Company: Work with a thriving firm of chartered financial planners specializing in diverse financial advice.
- Benefits: Enjoy competitive salary, full study support, and long-term career development opportunities.
- Why this job: Build a rewarding career in financial services with training and a supportive team culture.
- Qualifications: Ideal for recent grads or financial admins eager to advance in a technical role.
- Other info: Full training provided to obtain Diploma in Financial Planning; potential to become a Financial Adviser.
The predicted salary is between 24000 - 36000 £ per year.
A fantastic opportunity has arisen for a Trainee or Experienced Paraplanner to join a thriving firm of chartered financial planners who specialise in giving advice on a wide range of financial planning areas such as retirement planning, estate planning, protection both individual and corporate and investments.
You will join a dynamic team who work together to support a large team of busy holistic financial planners., The successful candidate will provide technical support to financial planners by way of fund and provider research and suitability report creation. You will assist the advisers in assessing clients’ needs in the short and long term, assess their attitude to risk and help them to create a suitable financial plan for the future.
Core tasks will involve:
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Assessing fact find documentation, attitude to risk questionnaire and advisor proposals, assimilating information to allow a robust financial plan to be put into place.
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Exposure to investments, pensions, tax planning and protection cases.
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Conducting fund and product provider research, analysing data and making comparisons in relation to investments, pensions and protection.
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Creating suitability reports justifying each piece of advice in great detail but in terms that are understandable and clear to the client.
Full training and study support to obtain Diploma in Financial Planning provided, plus opportunity to move into a Financial Adviser role if this is of interest.
This role could suit a recent graduate who has a desire to build a career within financial services., This role would suit a financial planning administrator looking to launch their career into a more technical field or a graduate with a degree in a financial related field, with some work experience.
Candidates will have exceptional work ethic, enthusiasm and good organisational skills. You will also need an ability to communicate effectively and build rapport.
On offer will be a varied role within a fast-paced business, a competitive salary and a long term career path into paraplanning, advising and beyond, for the right candidate. Full study support will be provided., In return a competitive salary will be on offer along with study support to Diploma, Chartered and beyond, there will also be longer term development and succession opportunities along with the chance to work in an energetic and friendly supportive team.
To find out more, or to apply, please send your cv to jenny @ tempestjones . com
Trainee Paraplanner employer: Tempest Jones
Contact Detail:
Tempest Jones Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner
✨Tip Number 1
Familiarize yourself with the key areas of financial planning mentioned in the job description, such as retirement planning, estate planning, and investment strategies. This knowledge will not only help you during the interview but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work as paraplanners or financial advisers. Engaging with them can provide valuable insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare to discuss your understanding of risk assessment and how it applies to creating financial plans. Being able to articulate this clearly will show that you are ready to take on the responsibilities of the position.
✨Tip Number 4
Highlight any relevant experience you have in research and data analysis, as these skills are crucial for conducting fund and product provider research. Be ready to share examples of how you've used these skills in past roles or projects.
We think you need these skills to ace Trainee Paraplanner
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Trainee Paraplanner position. Understand the core tasks and responsibilities, as well as the skills required, so you can tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize any relevant experience you have in financial planning or related fields. If you're a recent graduate, focus on your academic achievements and any internships or projects that relate to financial services.
Showcase Your Skills: Demonstrate your exceptional work ethic, enthusiasm, and organizational skills in your application. Provide specific examples of how you've effectively communicated and built rapport in previous roles or experiences.
Craft a Strong Cover Letter: Write a compelling cover letter that explains why you are interested in the Trainee Paraplanner role and how your background aligns with the company's needs. Make sure to express your desire to build a career in financial services and your willingness to learn.
How to prepare for a job interview at Tempest Jones
✨Understand the Role
Make sure you have a clear understanding of what a Trainee Paraplanner does. Familiarize yourself with financial planning concepts, especially in areas like retirement planning and risk assessment. This will help you answer questions confidently.
✨Show Your Enthusiasm
Demonstrate your passion for financial services during the interview. Share any relevant experiences or coursework that sparked your interest in this field. Employers appreciate candidates who are genuinely excited about the role.
✨Prepare for Technical Questions
Be ready to discuss technical aspects of financial planning, such as fund research and suitability reports. Brush up on key terms and processes so you can speak knowledgeably about how you would support financial planners.
✨Highlight Your Communication Skills
Since the role involves creating reports and communicating with clients, emphasize your ability to convey complex information clearly. Provide examples of how you've successfully communicated in previous roles or projects.
