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- Tasks: Support Advisers in creating suitability reports and conducting financial analysis.
- Company: Join TrinityBridge, a diverse and inclusive financial planning team.
- Benefits: Flexible part-time hours, competitive pay, and a supportive work environment.
- Other info: Embrace diversity and enjoy opportunities for personal and professional growth.
- 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 24000 - 36000 ÂŁ per year.
Join TrinityBridge Paraplanning Team where you will support Advisers, and ultimately clients, in the advice giving process with suitability reports, product research and technical analysis. This position is a part time opportunity for 28 hours per week.
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 - Part time employer: TrinityBridge
Contact Detail:
TrinityBridge Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Part time
✨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 doing mock interviews with friends or using online resources to boost your confidence.
✨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 hearing from candidates who are genuinely interested in joining our team.
We think you need these skills to ace Paraplanner - Part time
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Paraplanner role. Highlight your understanding of the financial planning process and any relevant qualifications, like your Regulated Diploma in Financial Planning.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re the perfect fit for our team. Share specific examples of how you've supported advisers or clients in the past, and don’t forget to mention your strong report writing skills!
Showcase Your IT Skills: Since strong IT skills are essential for this role, make sure to mention any relevant software or systems you’re familiar with. If you’ve used back-office systems before, let us know how you’ve navigated them successfully.
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. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at TrinityBridge
✨Know Your Stuff
Make sure you brush up on the financial planning process and paraplanning procedures. Familiarise yourself with the key responsibilities of the role, like preparing suitability reports and conducting product research. This will show that you're not just interested in the job, but that you understand what it entails.
✨Showcase Your Skills
Highlight your strong IT skills and report writing abilities during the interview. Be ready to discuss specific examples of how you've used these skills in previous roles. This will help demonstrate that you can handle the technical aspects of the job effectively.
✨Ask Smart Questions
Prepare thoughtful questions about the company’s processes and how they support their advisers and clients. This shows that you’re engaged and genuinely interested in how you can contribute to the team at TrinityBridge.
✨Demonstrate Your Can-Do Attitude
Emphasise your ability to multi-task and prioritise your workload. Share examples of how you've successfully managed competing deadlines in the past. A positive attitude and a proactive approach can set you apart from other candidates.