At a Glance
- Tasks: Support financial advisers with technical tasks and client data analysis.
- Company: Join Gemini Wealth Group, an award-winning independent financial advisory firm.
- Benefits: Competitive salary, career progression, and a supportive work environment.
- Other info: Collaborative culture with opportunities for professional development.
- Why this job: Kickstart your career in finance and make a real impact on clients' financial journeys.
- Qualifications: Experience in IFA paraplanning and attention to detail are preferred.
The predicted salary is between 35000 - 35000 £ per year.
Location: Sutton Coldfield (office based)
Salary: From GBP35k per annum depending on experience and qualifications
Job Type: Full-time, Permanent
Working Hours: 8.30am - 5pm Monday to Thursday, Friday 9am - 1pm
About Us
Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the go-to business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals.
About The Role
We are seeking a detail-oriented and proactive Trainee Paraplanner to join our team within a dynamic Independent Financial Adviser (IFA) firm. This role is critical in providing technical support to financial advisers, our outsourced paraplanning provider, and compliance team. The successful candidate will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes.
Key Responsibilities
- Provide technical support to our financial adviser team.
- Calculate and assess Capital Gains Tax (CGT) liabilities on investment disposals, including use of annual exemptions, allowable losses, and asset histories.
- Undertake chargeable event gain calculations for investment bonds and liaise with product providers.
- Draft Suitability Reports and client recommendation letters ensuring accuracy and compliance.
- Assist in gathering, verifying, and analysing client data including fact finds, policy information, valuations, and cashflow reports.
- Liaise with product providers and platforms to obtain information, quotes, and up-to-date investment valuations.
- Monitor workflow and ensure all tasks are completed in line with service level agreements and compliance requirements.
- Maintain accurate and compliant client records in CRM and back-office systems (Intelligent Office).
- Support the compliance team in ensuring all documentation and advice processes adhere to FCA regulations.
- Contribute to the continuous improvement of operational processes and documentation standards.
- Act as a point of contact for adviser queries regarding technical matters.
About You
- Existing IFA paraplanning experience and part way through Diploma is preferred.
- Attention to detail.
- Able to work well within a team and individually.
What We Offer
- A competitive salary and benefits package.
- The opportunity to work within a supportive and growing IFA environment.
- Career progression and professional development support.
- A collaborative and ethical company culture.
Candidates with experience of Junior Paraplanner, Assistant Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Research Analyst, Financial Planning Assistant, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.
Trainee Paraplanner in Sutton employer: TipTopJob
At TipTopJob, we pride ourselves on being an exceptional employer, offering a supportive work culture that values collaboration and professional growth. Located in the serene surroundings of Thatcham, Berkshire, our mental health hospital provides extensive benefits, including a competitive salary and opportunities for continuous development, making it an ideal place for dedicated professionals to thrive in their careers while making a meaningful impact on patients' lives.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Paraplanner in Sutton
✨Get Involved with University Events
Trainee roles in financial controlling often pop up through university career fairs and networking events. Join finance-related societies at your university so you can mingle with professionals and get the insider scoop on who’s hiring. Plus, these events often have companies like TipTopJob actively scouting for fresh talent, so get your face out there!
✨Show Off Your Excel Skills
Financial controlling is all about crunching numbers and analysis, so make sure you highlight any relevant skills, especially in Excel. Consider creating a portfolio showcasing your analytical projects or even doing a small financial analysis on a company like TipTopJob. This will not only impress them but also show you’re proactive!
✨Leverage Professional Networks
Connect with professionals in the financial controlling space through platforms like LinkedIn. Join finance groups and participate in discussions. Even better, search for mentors who can guide you through the maze of securing a trainee role. It’s all about building those connections!
✨Apply through Your University
Many firms, including TipTopJob, have partnerships with universities for trainee positions. Make sure you utilise your university's career services to get access to exclusive openings and even mock interview practice. Don’t just submit your application blindly—tap into this resource to maximise your chances of landing that trainee position.
We think you need these skills to ace Trainee Paraplanner in Sutton
Some tips for your application 🫡
Show Off Your Academic Credentials:In the financial controlling world, your grades matter! Highlight your academic achievements, especially in relevant subjects like finance, accounting, or economics in your CV. If you’ve completed any finance-related courses or certifications, don’t shy away from boasting about them!
Quantify Your Experience:Employers love numbers! When describing any work experience or projects on your CV, try to include metrics or results. For example, if you managed a budget or helped cut costs for a project, mention how much you saved or increased efficiency. This shows you can make an impact.
Express Your Passion in the Cover Letter:As a trainee, your eagerness to learn is crucial. Use your cover letter to convey your enthusiasm for finance. Share what intrigues you about financial controlling and how this role at TipTopJob can help you grow your skills and knowledge in the field.
Tailor Your Application to TipTopJob:When applying, it’s vital to tailor your CV and cover letter to reflect the values and goals of TipTopJob. Mention specific projects or initiatives of the company that resonate with you. Personalising your application shows you’ve done your research and are genuinely interested in being part of their team.
How to prepare for a job interview at TipTopJob
✨Master the Numbers
Finance ain't just about the glitzy spreadsheets! Brush up on your numerical skills and be prepared for some practical case questions. Expect scenarios where you’ll need to crunch some numbers to analyse financial scenarios—it’s a big part of the trainee role in financial controlling.
✨Know Your Tools
Familiarise yourself with financial software and tools commonly used in the industry like SAP or Excel. During the interview, you might be quizzed on your experience with these tools and how you would use them to streamline financial reporting or budgeting processes.
✨Show Your Willingness to Learn
As a trainee, your potential is just as important as your current skills. Be prepared to talk about your eagerness to learn and grow in the role. Sharing examples of how you've picked up new skills in the past can show that you’re adaptable and ready for the challenges ahead!
✨Ask Smart Questions
Tailor your questions to show you understand the financial controlling field—think about how the company handles its financial reporting processes or ask about the specific tools they use. This not only demonstrates your interest but gives us insight into your analytical thinking and engagement with the role at TipTopJob.
