At a Glance
- Tasks: Support Financial Advisers in delivering top-notch financial planning and investment advice.
- Company: Join an award-winning financial planning business in Dorking.
- Benefits: Enjoy a competitive salary, hybrid working, health cover, and generous holiday.
- Other info: Dynamic role with opportunities to progress to a full Paraplanner position.
- Why this job: Kickstart your career in finance with hands-on experience and professional growth.
- Qualifications: Strong understanding of financial principles and excellent communication skills.
The predicted salary is between 28000 - 30000 £ per year.
An award winning private Financial Planning business is in search of a trainee paraplanner to join their thriving Dorking business. Work in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey.
Main Purpose & Scope of the Junior Paraplanner Role
The Trainee Paraplanner will support Financial Advisers and experienced Paraplanners in the delivery of high-quality financial planning and investment advice. This is a development role designed to build knowledge, technical skills, and experience in all aspects of paraplanning, from data gathering and research through to report writing and compliance. The role involves assisting with the preparation of client files, maintaining accurate records, carrying out product and fund research, and supporting the creation of suitability reports under supervision. The Junior Paraplanner will work closely with advisers, administrators, and compliance staff, gradually taking on more responsibility as knowledge and confidence develop. The scope of the role includes developing proficiency in financial planning software, gaining an understanding of FCA regulations and internal processes, and working towards professional qualifications with the aim of progressing to a full Paraplanner role.
Duties of the trainee Paraplanner role
- Support Financial Advisers in collecting and organising financial data (income, expenses, assets, liabilities) and ensure accurate input into the CRM database under supervision.
- Assist in maintaining up-to-date client records in the CRM and contribute to process improvements as skills develop.
- Help with the submission and tracking of applications with providers, escalating any issues as required.
- Assist in reviewing and maintaining client documentation and forms to ensure they remain current.
- Attend client meetings initially in an observational capacity, with the opportunity to contribute technical input as experience develops.
Skills and experience required for the Paraplanner role
- Strong understanding of financial planning principles, products, and investment solutions, ideally gained through previous paraplanning or financial services experience.
- Familiarity with FCA regulations, compliance requirements, and suitability reporting.
- Experience liaising with clients, advisers, and management to gather information and support the advice process.
- Proficient in the use of financial planning tools, CRM systems, and Microsoft Office (Word, Excel, Outlook, PowerPoint) with strong technical aptitude.
- Experience in producing client reports, cashflow modelling, and product research (desirable).
Skills
- Strong analytical and problem-solving skills with the ability to interpret complex financial information.
- Excellent organisational skills with a keen eye for accuracy and attention to detail.
- Effective time management and prioritisation skills, with the ability to manage fluctuating workloads and meet deadlines.
- High standard of written, numerical, and verbal communication skills, able to explain technical information clearly.
- Strong interpersonal skills with the ability to build effective working relationships with clients, colleagues, and providers.
Salary and Benefits for the Paraplanner role
- £28,000 to £30,000
- Annual bonus based on company performance
- Hybrid flexible working structure (1 day per week at home)
- Health cover
- 5% pension contribution
- 25 days holiday (inc. bank holidays)
- 35 hour week
Trainee Financial Planning Assistant. Job in Dorking LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join an award-winning private Financial Planning business in Dorking, where your independent thinking and desire to contribute will be valued. With a strong focus on employee growth, you will have the opportunity to develop your skills in a supportive environment, enjoy a hybrid working structure, and benefit from a competitive salary alongside health cover and a generous holiday allowance. This is not just a job; it's a pathway to a rewarding career in financial planning.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Financial Planning Assistant. Job in Dorking LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend local events, join online forums, or even hit up 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
Practice your interview skills! Grab a mate and do some mock interviews. Focus on common questions for paraplanner roles and make sure you can articulate your understanding of financial planning principles and FCA regulations. Confidence is key!
✨Tip Number 3
Show off your skills! If you’ve got experience with financial planning tools or CRM systems, be ready to discuss them in detail. Bring examples of how you’ve used these tools effectively in past roles or projects. It’ll set you apart from the competition.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for passionate individuals who want to grow with us. Make sure your application stands out by tailoring it to the specific role and showcasing your enthusiasm for the financial planning field.
We think you need these skills to ace Trainee Financial Planning Assistant. Job in Dorking LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Trainee Financial Planning Assistant role. Highlight any relevant experience or skills that match the job description, like your understanding of financial planning principles and your proficiency with CRM systems.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and the company. Mention why you want to join us at StudySmarter and how you can contribute to our growing business.
Show Off Your Skills:Don’t be shy about showcasing your analytical and problem-solving skills. Give examples of how you've used these in past experiences, especially if they relate to financial services or paraplanning.
Apply Through Our Website:We encourage you to apply through our website for a smoother application 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 United Cerebral Palsy of Georgia
✨Know Your Financial Stuff
Brush up on your understanding of financial planning principles and products. Familiarise yourself with FCA regulations and compliance requirements, as these are crucial for the role. Being able to discuss these topics confidently will show that you're serious about the position.
✨Show Off Your Organisational Skills
Prepare examples of how you've managed data or organised information in previous roles or studies. The ability to maintain accurate records and manage client documentation is key, so be ready to demonstrate your attention to detail and organisational prowess.
✨Practice Your Communication
Since you'll be liaising with clients and advisers, practice explaining complex financial concepts in simple terms. This will not only help you in the interview but also in your future role. Clear communication is essential, so think of ways to showcase your verbal and written skills.
✨Ask Insightful Questions
Prepare thoughtful questions about the company and the role. This shows your genuine interest and helps you understand if it's the right fit for you. Ask about the team dynamics, opportunities for professional development, and how success is measured in the role.
