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- Tasks: Support Advisers in the advice process through data collection and product research.
- Company: Join the dynamic TrinityBridge Paraplanning Team focused on client success.
- Benefits: Full-time role with opportunities for professional growth and development.
- Other info: Great chance to progress with a Regulated Diploma in Financial Planning.
- Why this job: Kickstart your finance career while making a real difference for clients.
- Qualifications: Entry-level position; strong IT skills and a proactive attitude are a plus.
The predicted salary is between 30000 - 42000 ÂŁ per year.
Role Overview
To support Advisers and ultimately clients in the advice‑giving process with data collection, product research, and production of application forms and supporting literature.
Key Responsibilities
- Obtain information on existing policies; issue a letter of authority, chase providers regularly and gather information online, over the phone or in writing.
- Produce new business illustrations using our own or third‑party software.
- Prepare information/comparisons for analysis by the Paraplanner and Adviser; this includes use of Pulse, IMAGO, Iress, and other financial planning software.
- Request and obtain application forms and other associated paperwork.
- Ensure accurate recording of data on the company back‑office system(s) and update it in line with company procedures.
- Ensure adherence to the department’s and company procedures and department key performance indicators (KPIs)/objectives.
Regulatory Responsibilities
- Demonstrate understanding of the regulatory framework relevant to the role and practice effective risk management considering client outcomes.
- Follow and demonstrate compliance with all relevant internal and external rules, regulations, and procedures governing the conduct of the business. Follow FCA principles and internal requirements set out in the Compliance Manual, local and group compliance and risk policies.
About You – Qualifications, Skills and Strengths
- Progression with Regulated Diploma in Financial Planning (CII).
- Understanding of the financial planning process where appropriate.
- Work within defined business processes and achieve agreed outcomes without supervision.
- Multi‑task and prioritise and plan own workload.
- Assertive “can do” approach to dealing with product providers and fund management groups.
- Strong IT skills in Word and Excel, and in a range of in‑house and third‑party software tools such as X‑Plan and Iress.
- Effective verbal and written communication skills.
Equal Opportunities
As an employer, TrinityBridge is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employee’s or candidate’s employment is subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.
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Assistant Paraplanner employer: TrinityBridge
Contact Detail:
TrinityBridge Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Paraplanner
✨Tip Number 1
Network like a pro! Reach out to people in the finance and paraplanning sectors. Attend events, join online forums, and connect with professionals on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by practising common questions related to financial planning and paraplanning. We recommend role-playing with a friend or using mock interview tools. The more comfortable you are, the better you'll shine when it counts!
✨Tip Number 3
Show off your skills! Create a portfolio that highlights your understanding of financial planning processes and software tools like Pulse and Iress. This can set you apart from other candidates and give you an edge during interviews.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us!
We think you need these skills to ace Assistant Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Assistant Paraplanner role. Highlight any relevant experience or skills that match the job description, like your understanding of financial planning processes or your IT skills.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background makes you a great fit. Don’t forget to mention your 'can do' attitude!
Showcase Your Communication Skills: Since effective communication is key in this role, make sure your written application reflects your ability to communicate clearly and professionally. Keep it concise and to the point!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you on the path to joining our team!
How to prepare for a job interview at TrinityBridge
✨Know Your Financial Planning Basics
Brush up on your understanding of the financial planning process. Familiarise yourself with key concepts and terminology, as this will help you engage confidently with the interviewers and demonstrate your knowledge.
✨Showcase Your IT Skills
Since strong IT skills are desirable for this role, be prepared to discuss your experience with software like Word, Excel, X-Plan, and Iress. If possible, bring examples of how you've used these tools in previous roles or projects.
✨Prepare for Practical Scenarios
Think about potential scenarios you might face in the role, such as obtaining information from providers or preparing application forms. Practising how you would handle these situations can give you a leg up during the interview.
✨Demonstrate Your Can-Do Attitude
The job description highlights the importance of an assertive 'can do' approach. Be ready to share examples from your past where you've tackled challenges head-on and achieved positive outcomes, showcasing your proactive mindset.