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 offer a 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.
Working hours:
1. Full Time
2. Hybrid-working basis (Monday to Thursday in the office & Friday WFH)
The successful Trainee Paraplanner will be offered:
3. Basic Salary up to £36,000
4. 25 days plus bank holidays
5. Free Parking
To be considered for the role of Trainee Paraplanner, you must have
6. Previous administrative experience working within a Financial Advisors, either within Financial Administrator or Paraplanner role.
7. Organised and efficient with excellent attention to detail
8. Ability to prioritise and be proactive.
9. Strong analytical and numerical skills
10. Strong IT skills, specifically in Microsoft Word, Excel and Outlook
Trainee Paraplanner responsibilities:
11. Preparing analysis of the client’s existing portfolio
12. Provision of technical support to Advisers
13. Working closely with the Adviser to research and formulate appropriate advice.
14. Preparation of Recommendation Reports and supplementary documentation
15. Adherence to compliance procedures, core values and high standards of client service
16. Regular liaison with product providers, account managers and clients
17. Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs