Trainee Paraplanner

We are currently looking for a Trainee Paraplanner to join our clients, a highly successful Independent Financial Practice with a team of advisers who have a wealth of experience. This is a unique opportunity to learn from seasoned professionals, gain hands‑on experience and embark on a journey towards becoming a proficient paraplanner.

Our clients offera clear career path with excellent progression opportunities in a friendly environment alongside experienced advisers. The successful candidate must have experience working as a Financial Administrator or Paraplanner within a Financial Advisors.

• Full Time
• Hybrid-working basis (Monday to Thursday in the office & Friday WFH)

The successful Trainee Paraplanner will be offered :

• Basic Salaryup to £36,000
• 25 days plus bank holidays
• Free Parking

• Previous administrative experience working within a Financial Advisors, either within Financial Administrator or Paraplanner role.
• Organised and efficient with excellent attention to detail
• Ability to prioritise and be proactive.
• Strong analytical and numericalskills
• Strong IT skills, specifically in Microsoft Word, Excel and Outlook

• Preparing analysis of the client’s existing portfolio
• Provision of technical support to Advisers
• Working closely with the Adviser to research and formulate appropriate advice.
• Preparation of Recommendation Reports and supplementary documentation
• Adherence to compliance procedures, core values and high standards of client service
• Regular liaison with product providers, account managers and clients
• Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs