Trainee Paraplanner Opportunity
Up to £25,000
We have an exciting opportunity for a Trainee Paraplanner to join a dynamic and professional team of well-established Independent Financial Advisers.
This is the perfect role for someone looking to kickstart or further their career in financial services with a forward-thinking, innovative firm that values personal growth and professional development.
As a Trainee Paraplanner, you’ll play a key role in supporting advisers and existing paraplanning team. This is a varied and rewarding position ideal for a proactive individual who thrives in a fast-paced, client-focused environment.
* Supporting experienced Paraplanners and Financial Advisers
* Attending client review meetings and taking detailed notes
* Drafting suitability reports based on adviser recommendations
* Handling client queries and general enquiries
* Requesting product information and illustrations from providers
* Submitting and processing new business cases
* Conducting product and fund research
* Maintaining accurate and compliant client records
* Liaising with clients, providers, and introducers
We’re looking for someone who is:
* Driven, organised, and enthusiastic
* Detail-oriented with strong communication skills
* A team player with a flexible and methodical approach
* Committed to gaining further qualifications such as the Diploma in Financial Planning
* Previous experience in financial services is advantageous but not essential – your attitude and willingness to learn are what matter most.
What’s in it for You?
* Competitive salary: up to £25,000 (based on experience)
* Financial support toward professional qualifications
* Generous exam pass bonuses
* Access to corporate events and on-site gym
* A collaborative, modern working environment with a focus on career progression
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