Trainee Paraplanner (Full-Time or Part-Time)
Location: Mudeford, Christchurch, Dorset, BH23 4BA (Office-based)
Salary: Up to £35,000 a year (FTE, depending on experience)
Job Type: Full-time or part-time
NOTE: Only applications with a covering letter/email will be considered.
About Us
MFP Wealth Management is a small family-run firm of Chartered Financial Planners based in Christchurch, Dorset (BH23 4BA). We specialise in retirement and pension planning for successful individuals and their families, helping them build a life they love and funding it with confidence.
About The Role
You'll join us as a Client Services Administrator becoming the fourth team member, where you'll get plenty of hands-on experience and support while working towards a fully funded, recognised paraplanning qualification. As your confidence grows and your skills develop, you'll take on more responsibility and gradually move into a full paraplanning role.
If you already have experience in financial services, we'll meet you where you are. Your training and development will be tailored to build on the knowledge you bring, helping you take the next step in your career with us.
Are you already a qualified paraplanner but interested in the opportunity? We would love to hear from you.
Initial Responsibilities
* Providing administration throughout the client journey
* Liaising with clients and providers to gather information and arrange meetings
* Creating fact finds and using our CRM system
* Preparing documentation for meetings and processing applications
* Supporting the creation of reports, cash flow modelling and investment analysis
* Managing general office admin
* Contributing to wider business projects including marketing
This is an office-based role in our Mudeford office, with flexible hours available to suit full-time or part-time candidates.
About You
You'll be someone who's eager to learn, with a genuine interest in financial planning and a desire to grow professionally.
The Ideal Candidate
* You may already have proven financial services admin experience
* And/or a degree-level qualification
* Strong communication and IT skills
* Excellent attention to detail and organisation
* A positive, proactive attitude
* A willingness to study and develop professionally
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What We Offer
* Up to £35,000 FTE, depending on experience
* Enhanced company pension and Private Medical Insurance
* 25 days annual leave
* Full support and funding for professional qualifications
* Mentoring from one of the UK's top Chartered Financial Planners
* Flexible working hours and long-term career development
Apply Now
If you're looking for a meaningful role with clear progression in a supportive environment, we'd love to hear from you.
Apply with your CV AND a short cover letter today.
Job Types: Full-time, Part-time, Permanent
Pay: Up to £35,000.00 per year
Benefits:
* Company pension
* Private medical insurance
Application question(s):
* Do you have experience working in a financial advisory business?
Work authorisation:
* United Kingdom (required)
Work Location: In person