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- Tasks: Assist Advisers with data collection and product research for financial planning.
- Company: TrinityBridge, a supportive finance firm in Scotland.
- Benefits: Gain valuable experience in finance and enhance your skills.
- Other info: Perfect opportunity for growth in the finance industry.
- Why this job: Join a dynamic team and make a difference in clients' financial journeys.
- Qualifications: Regulated Diploma in Financial Planning and strong IT skills required.
The predicted salary is between 30000 - 40000 £ per year.
TrinityBridge is looking for a client support professional in Scotland to assist Advisers with data collection and product research. Responsibilities include gathering information on existing policies, producing business illustrations, and ensuring compliance with regulatory frameworks.
The ideal candidate should have a Regulated Diploma in Financial Planning (CII) and strong IT skills, particularly in Word, Excel, X-Plan, and Iress. An assertive approach and effective communication skills are essential.
Paraplanner Assistant: Support Finance Planning & Research employer: TrinityBridge
Contact Detail:
TrinityBridge Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner Assistant: Support Finance Planning & Research
✨Tip Number 1
Network like a pro! Reach out to professionals in the finance sector, especially those who work as Advisers or in similar roles. A friendly chat can lead to valuable insights and even job leads.
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers, don’t hold back on showcasing your IT skills. Bring examples of your work with Word, Excel, X-Plan, and Iress to demonstrate your expertise.
✨Tip Number 3
Prepare for interviews by brushing up on compliance knowledge. Since regulatory frameworks are key in this role, being able to discuss them confidently will set you apart from other candidates.
✨Tip Number 4
Apply through our website! We make it easy for you to find and apply for roles like the Paraplanner Assistant. Plus, it shows you're serious about joining our team at TrinityBridge.
We think you need these skills to ace Paraplanner Assistant: Support Finance Planning & Research
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner Assistant role. Highlight your relevant experience in finance planning and research, and don’t forget to mention your Regulated Diploma in Financial Planning. We want to see how you can support our Advisers!
Show Off Your IT Skills: Since strong IT skills are a must, be sure to showcase your proficiency in Word, Excel, X-Plan, and Iress. We love seeing examples of how you've used these tools in past roles, so don’t hold back!
Communicate Clearly: Effective communication is key in this role. When writing your application, keep it clear and concise. We appreciate assertiveness, so don’t shy away from expressing your thoughts and ideas confidently.
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 ensures you’re considered for the role. Let’s get started on this journey together!
How to prepare for a job interview at TrinityBridge
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and the regulatory frameworks involved. Familiarise yourself with common policies and products, as well as the tools like X-Plan and Iress that you'll be using. This will show that you're not just a candidate, but someone who genuinely understands the role.
✨Show Off Your IT Skills
Since strong IT skills are crucial for this position, be prepared to discuss your experience with Word, Excel, and any relevant software. You might even want to bring examples of how you've used these tools in past roles to streamline processes or improve efficiency.
✨Communicate Clearly
Effective communication is key in this role, so practice articulating your thoughts clearly and confidently. Think about how you can explain complex financial concepts in simple terms, as this will demonstrate your ability to support Advisers and clients alike.
✨Be Assertive, Not Aggressive
An assertive approach is essential, so prepare to showcase your confidence during the interview. This means being proactive in your responses and asking insightful questions about the company and the role, while also being respectful and open to feedback.