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- Tasks: Support Financial Advisers with research, data analysis, and client service.
- Company: Join a dynamic company offering growth and training in the financial sector.
- Benefits: Enjoy 25 days holiday, a bonus scheme, private medical insurance, and a birthday day off!
- Why this job: Kickstart your career with funded qualifications and a supportive work environment.
- Qualifications: 1 year of office experience, strong attention to detail, and proficiency in MS Office.
- Other info: This role is based in a rural location; driving is essential.
The predicted salary is between 16800 - 28000 £ per year.
Salary: £28,000
Hours: 9am-5pm Monday - Friday
Fantastic company benefits: 25 days per annum + 8 bank holidays (increasing 1 day per year after 3 years of service), bonus scheme, pension scheme 4%, private medical insurance, 1 day off each year as a gift for your birthday.
You must be a driver due to the rural office location - this role is not hybrid.
This is a really exciting new opportunity to start a new career!
Do you have a minimum of 1 year's office experience? Are you looking for growth, progression, training, and stability?
Within this role, you have the opportunity to work towards industry-related qualifications, which are funded and supported by the company to become a qualified Paraplanner.
While office experience is essential, you must also have:
- Strong attention to detail
- The ability to multi-task and prioritise
- Very strong organisational skills
- Exceptional written and verbal communication skills
- Proficiency in MS Word, Excel, Outlook, and PowerPoint
Your duties will include some of the following:
- Providing technical support on tax, legislation, etc., to clients.
- Conducting research, data analysis, and preparing reports for Financial Advisers.
- Ensuring all documents and processes are adhered to.
- Working closely with Paraplanners and Financial Advisers to provide support and deliver outstanding client service.
- Preparing accurate and comprehensive financial reports, investment proposals, and analysis.
If you would like to be considered for this position, please send your CV across today.
Trainee Paraplanner employer: Virtual Bridges
Contact Detail:
Virtual Bridges Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the role of a Paraplanner. Understanding the basics of tax, legislation, and financial products will help you stand out during interviews.
✨Tip Number 2
Showcase your organisational skills by preparing a mock financial report or analysis. This will demonstrate your ability to handle data and present it clearly, which is crucial for the role.
✨Tip Number 3
Network with professionals in the financial sector. Attend local events or join online forums to connect with Paraplanners and Financial Advisers who can provide insights and possibly refer you to opportunities.
✨Tip Number 4
Prepare for the interview by practising common questions related to client service and technical support. Being able to articulate your experience and how it relates to the job will give you an edge.
We think you need these skills to ace Trainee Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant office experience and skills. Emphasise your attention to detail, organisational skills, and proficiency in MS Office applications, as these are crucial for the Trainee Paraplanner role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the position and the company. Mention your desire for growth and training, and how you align with their values and goals.
Highlight Relevant Experience: In your application, specifically mention any experience related to financial services or administrative support. This will demonstrate your understanding of the industry and your capability to perform the required duties.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your strong communication skills and attention to detail, which are essential for this role.
How to prepare for a job interview at Virtual Bridges
✨Showcase Your Office Experience
Make sure to highlight your previous office experience during the interview. Discuss specific tasks you handled that demonstrate your organisational skills and attention to detail, as these are crucial for the Trainee Paraplanner role.
✨Demonstrate Communication Skills
Since exceptional written and verbal communication skills are essential, prepare to discuss how you've effectively communicated in past roles. You might even want to bring examples of reports or presentations you've created to showcase your proficiency.
✨Prepare for Technical Questions
Expect questions related to tax, legislation, and financial concepts. Brush up on basic financial principles and be ready to explain how you would approach research and data analysis tasks, as these will be part of your responsibilities.
✨Express Your Desire for Growth
This role offers opportunities for training and progression, so make sure to express your enthusiasm for personal and professional development. Discuss any relevant qualifications you're interested in pursuing and how they align with your career goals.
