Job Description
We're looking for a Trainee Paraplanner to join our client's growing team and take the first step towards becoming a qualified financial planning professional.This is a fantastic opportunity for someone with a basic understanding of financial products and services who's eager to learn, grow, and gain industry-recognised qualifications.Your role:
* Supporting experienced Paraplanners and Financial Advisers in preparing financial reports and client documentation
* Conducting product and fund research
* Assisting with administrative duties related to financial planning
* Learning the ins and outs of cashflow modelling, tax planning, pensions, investments, and protection
* Working towards the Diploma in Regulated Financial Planning (CII) or equivalent qualification
Who we're looking for:
* A genuine interest in financial advice and planning
* Basic knowledge of financial products such as pensions, ISAs, and investments
* Strong attention to detail and willingness to learn
* Excellent written and verbal communication skills
* Ideally, some experience in a financial services environment (but not essential)
* Desire and commitment to work towards professional qualifications
What you'll receive:
* Full support and funding towards CII qualifications
* On-the-job training with mentorship from experienced professionals
* Opportunities for career progression into Paraplanning or Advisory roles
* A friendly, collaborative work environment
* Flexible working options