Location
LYMM
Salary £28000 - £35000 TypePermanent WorkplaceOn-Site Ref88167
Recruiter Managing This Role
Job Title: Trainee Paraplanner
Location: Cheshire
Salary: up to £35,000
Reports to: Financial Adviser
Overview:
We are looking for a motivated and detail-oriented Trainee Paraplanner to join our team. This role is ideal for someone looking to build a long-term career in financial planning, with support towards professional qualifications and hands-on experience across the paraplanning function. You will work closely with experienced paraplanners and advisers, supporting the delivery of high-quality financial advice to clients.
Key Responsibilities:
1. Assist in preparing suitability reports and financial planning documentation under supervision
2. Conduct product and fund research to support client recommendations
3. Liaise with providers to gather policy information and valuations
4. Prepare cashflow modelling and client review packs
5. Maintain accurate client records and update CRM systems
6. Assist in processing new business applications and tracking progress
7. Support the paraplanning and advice team with general administrative duties
8. Keep up to date with industry developments, regulatory changes, and product knowledge