At a Glance
- Tasks: Support Financial Planners with technical analysis and client solutions.
- Company: Respected wealth management business with a collaborative culture.
- Benefits: Hybrid working, professional development support, and clear career progression.
- Other info: Join a supportive team focused on continuous learning and improvement.
- Why this job: Make a real impact in financial planning while building strong client relationships.
- Qualifications: Experience as a Paraplanner and strong understanding of financial products.
The predicted salary is between 30000 - 40000 £ per year.
An exciting opportunity has arisen for an experienced Paraplanner to join a growing and highly respected wealth management business. This role offers the opportunity to work closely with Financial Planners, providing technical expertise and delivering high-quality financial planning solutions for a diverse client base. You'll play a key role throughout the client journey, helping to develop tailored financial plans while building strong client relationships and supporting the delivery of exceptional client service.
This is an excellent opportunity for a technically strong Paraplanner looking to further develop their career within a collaborative and client-focused environment.
The OpportunityYou will work alongside Financial Planners and Client Services teams, supporting the delivery of comprehensive financial planning advice while ensuring a seamless client experience. The successful individual will have the opportunity to apply their technical expertise across a broad range of financial planning areas, contribute to business improvements, and continue their professional development within a supportive environment.
Key Responsibilities- Support Financial Planners by providing technical analysis and client solutions
- Conduct research, analysis and due diligence on client holdings and recommendations
- Prepare technical calculations and cashflow modelling reports
- Produce high-quality suitability reports aligned to client objectives and recommendations
- Build and maintain strong client relationships, acting as a key point of contact throughout the client journey
- Attend client meetings where appropriate
- Identify information required to develop comprehensive financial plans
- Work closely with Client Services teams to ensure recommendations are accurately implemented
- Ensure planners and clients receive timely updates throughout the advice process
- Review client files and ensure work is completed to regulatory and compliance standards
- Support continuous improvement initiatives across the business
- Maintain up-to-date knowledge of legislation, regulation and industry best practice
- Previous experience working as a Paraplanner or within a similar technical financial planning role
- Strong understanding of financial planning products, solutions and technical calculations
- Experience analysing client portfolios and producing suitability reports
- Ability to work to deadlines while maintaining exceptional attention to detail
- Strong written and verbal communication skills
- Excellent organisational and problem-solving abilities
- Comfortable building relationships with clients and internal stakeholders
- Self-motivated with the ability to work independently and as part of a wider team
- Committed to ongoing professional development and continuous learning
- CII Diploma in Regulated Financial Planning (DipPFS) desirable
- Working towards CII Advanced Diploma in Financial Planning preferred
- 3-4 years' relevant financial planning or paraplanning experience
- Join a collaborative and client-focused wealth management business
- Work closely with experienced Financial Planners and advisers
- Gain exposure to complex financial planning cases and client portfolios
- Strong commitment to professional development and qualifications support
- Opportunity to contribute ideas and influence business improvements
- Hybrid working environment and supportive team culture
- Clear long-term career progression opportunities
If you are a technically strong Paraplanner looking to join a business that values expertise, collaboration and client outcomes, we'd love to hear from you.
Paraplanner in Worth employer: Trinnovo Group Ltd
Join a dynamic and ambitious audit team in Glasgow, where you will not only lead and manage a diverse portfolio of clients but also play a pivotal role in developing your team members. Our hybrid working model promotes a healthy work-life balance, while our commitment to employee growth ensures that you have ample opportunities for professional development in a supportive and high-performing environment.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Worth
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Trinnovo Group Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in Worth
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Trinnovo Group Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Trinnovo Group Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Trinnovo Group Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Trinnovo Group Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Trinnovo Group Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Trinnovo Group Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
