At a Glance
- Tasks: Support Advisers by creating financial reports and conducting product research.
- Company: Join TrinityBridge, a diverse and inclusive financial planning team.
- Benefits: Flexible work options, competitive salary, and opportunities for professional growth.
- Other info: Dynamic environment with a focus on teamwork and personal development.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Regulated Diploma in Financial Planning or equivalent; strong IT and communication skills.
The predicted salary is between 30000 - 40000 £ per year.
Join TrinityBridge Paraplanning team to support Advisers, and ultimately clients, in the advice giving process with suitability reports, product research and technical analysis.
Responsibilities
- Discuss client objectives with the Adviser during debrief.
- Identify any shortfalls in client information and discuss with the Adviser.
- Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser.
- Undertake research to identify suitable solutions to meet the client's needs.
- Request and obtain information/comparisons for analysis by the Adviser within agreed timeframes.
- Consider current and future allocation of assets for investment strategy with regard to client risk profile.
- Check all compliance paperwork and internal sign off documents are present.
- Prepare draft recommendation reports to be discussed and signed off by the Adviser.
- Ensure any recommendations detailed in a report are in line with any internal guidance/procedures and the up to date report template is used.
- Request and obtain application forms and other associated paperwork.
- Submit paperwork when advice taken up in accordance with Company procedures. Ensure all paperwork is in order.
- Ensure appropriate data is accurately recorded on Company back‐office system(s) and updated in line with Company procedures.
- On‐going servicing of clients, for example withdrawals or fund switches.
- Ensure adherence to Department's and Company procedures, including all Compliance guidelines, and Department's Key Performance Indicators (KPIs)/objectives.
We would love to hear from you if
- Minimum of Regulated Diploma in Financial Planning (CII) or equivalent.
- Understanding of the Financial Planning process, including any Paraplanning department's processes and procedures, and ensure that these are followed in all instances.
- Ability to work within defined business processes and to achieve agreed outcomes without supervision.
- Ability to multi‐task and to prioritise and plan own workload.
- Strong IT skills.
- Good report writing and communication skills.
- A "can do" approach.
At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
Paraplanner in London employer: TrinityBridge
At TrinityBridge, we pride ourselves on being an exceptional employer that values diversity and inclusivity, fostering a supportive work culture where every team member can thrive. As a Paraplanner, you will benefit from ongoing professional development opportunities, a collaborative environment, and the chance to make a meaningful impact in clients' financial journeys, all while enjoying the flexibility to balance your work and home life.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in London
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to paraplanning. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Bring along examples of your work or case studies that highlight your financial analysis and report writing abilities. This will help you stand out and demonstrate your expertise.
✨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 Paraplanner in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your relevant experience in financial planning and paraplanning processes, as well as any specific skills that match the job description.
Showcase Your Skills:Don’t just list your qualifications; demonstrate how your strong IT skills and report writing abilities have helped you in previous roles. Use examples to show us how you can contribute to our team.
Be Clear and Concise:When writing your application, keep it straightforward and to the point. We appreciate clarity, so make sure your key points stand out and are easy to read.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role without any hiccups!
How to prepare for a job interview at TrinityBridge
✨Know Your Stuff
Make sure you brush up on the financial planning process and the specific responsibilities of a paraplanner. Familiarise yourself with the key tasks mentioned in the job description, like preparing suitability reports and conducting product research. This will show that you're not just interested in the role but also understand what it entails.
✨Prepare for Scenario Questions
Expect to be asked how you would handle specific situations, such as dealing with incomplete client information or prioritising multiple tasks. Think of examples from your past experiences where you've successfully navigated similar challenges. This will demonstrate your problem-solving skills and ability to work under pressure.
✨Show Off Your IT Skills
Since strong IT skills are essential for this role, be ready to discuss your experience with relevant software and systems. If you’ve used any back-office systems or report writing tools, mention them! It’s a great way to highlight your technical proficiency and readiness to hit the ground running.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the company’s approach to compliance, or how they support ongoing professional development. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
