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- Tasks: Assist experienced paraplanners and financial advisors with paperwork and administration tasks.
- Company: Thornbury Recruitment focuses on connecting talent with opportunities in the wealth management sector.
- Benefits: Enjoy full training, career growth, mentorship, and a positive, inclusive culture.
- Why this job: Kickstart your finance career with hands-on experience and support from industry professionals.
- Qualifications: Passion for finance, attention to detail, and strong communication skills are essential.
- Other info: No prior experience needed; full training provided to help you succeed.
The predicted salary is between 20000 - 30000 £ per year.
Are you looking for a dynamic career in financial planning? Are you ready to dive into the world of wealth management, gain hands-on experience, and make a real impact from day one? If so, I want to speak to YOU about this Trainee Paraplanner opportunity!
Thornbury Recruitment are on the lookout for motivated, detail-oriented individuals who are eager to build a strong foundation in the financial services industry. Whether you’re fresh out of university, changing careers, or looking for a role that offers both growth and purpose - this is the opportunity you’ve been waiting for!
What’s on offer:
- Full Training & Support - No experience? No problem! You will be provided with comprehensive training to equip you with the knowledge and skills you need to succeed.
- Career Growth - This firm believes in promoting from within and offering team members long-term career development opportunities.
- Full professional exam support - up to Chartered level!
- Mentorship - Work alongside experienced professionals who will guide you and help you thrive in the world of paraplanning.
- Inclusive & Positive Culture - Join a supportive team that values collaboration, continuous learning, and celebrating success together.
Your Role:
As a Trainee Paraplanner, you’ll be an integral part of the team, assisting experienced paraplanners and financial advisors. Duties include:
- Obtaining the relevant paperwork or applications required to implement the proposed recommendations, including illustrations.
- Submitting the relevant applications and ensuring that the recommendations are successfully implemented.
- Chasing providers for information and updates.
- Updating records on the back-office system.
- Managing the full end-to-end administration from data gathering to producing suitability letters.
What We’re Looking For:
- A passion for finance and helping people make informed financial decisions.
- Strong attention to detail and organisational skills.
- Excellent written and verbal communication skills.
- A proactive attitude and willingness to learn.
- Ideally, some basic understanding of financial services or a related field (but full training will be provided!).
Ready to Start Your Career in Paraplanning? This is your chance to build a rewarding career in a thriving industry with endless opportunities for advancement. If you’re excited to learn, grow, and contribute to a forward-thinking team, we want to hear from you!
To find out more about this opportunity please contact Paula Thornbury.
Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.
Trainee Paraplanner employer: Thornbury Recruitment Ltd
Contact Detail:
Thornbury Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner
✨Tip Number 1
Network with professionals in the financial services industry. Attend local finance-related events or join online forums to connect with experienced paraplanners and financial advisors. This can provide you with valuable insights and potentially lead to referrals.
✨Tip Number 2
Research the company culture of Thornbury Recruitment and the firms they work with. Understanding their values and mission can help you tailor your conversations during interviews, showing that you're a great fit for their team.
✨Tip Number 3
Prepare thoughtful questions to ask during your interview. Inquire about the training process, mentorship opportunities, and career progression within the company. This demonstrates your genuine interest in the role and eagerness to learn.
✨Tip Number 4
Stay updated on current trends in financial planning and wealth management. Being knowledgeable about recent developments can help you engage in meaningful discussions during interviews and showcase your passion for the industry.
We think you need these skills to ace Trainee Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant skills and experiences that align with the Trainee Paraplanner role. Emphasise any coursework or projects related to finance, attention to detail, and communication skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for finance and your eagerness to learn. Mention why you are interested in this specific role and how you can contribute to the team at Thornbury Recruitment.
Highlight Your Soft Skills: In your application, focus on your organisational skills, attention to detail, and proactive attitude. Provide examples of how you've demonstrated these qualities in previous experiences, whether in education or work.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a role in paraplanning.
How to prepare for a job interview at Thornbury Recruitment Ltd
✨Show Your Passion for Finance
Make sure to express your enthusiasm for finance and helping others make informed decisions. Share any relevant experiences or coursework that sparked your interest in the financial services industry.
✨Demonstrate Attention to Detail
Since the role requires strong attention to detail, prepare examples from your past where you successfully managed tasks that required precision. This could be from academic projects or previous jobs.
✨Prepare Questions About Training and Mentorship
Show your eagerness to learn by preparing thoughtful questions about the training and mentorship opportunities available. This demonstrates your proactive attitude and willingness to grow within the company.
✨Practice Your Communication Skills
As excellent communication is key in this role, practice articulating your thoughts clearly. You might want to conduct mock interviews with friends or family to build confidence in your verbal communication.
