This is an excellent opportunity to build a long-term career in financial planning. As a Paraplanner, you will work closely with our team of Financial Advisers to support the delivery of high quality advice to clients. The role is varied and will include:
Responsibilities
* Preparing for and attending client meetings with Advisers.
* Taking detailed meeting notes and carrying out follow‑up actions.
* Researching and analysing clients' existing pensions, savings, and investments.
* Drafting clear, comprehensive recommendation reports.
* Preparing client cashflow forecasts using leading financial planning software.
* Undertaking technical research and completing tax, pension, and other calculations.
* Liaising with clients and the administration team to ensure smooth delivery of ongoing work.
Qualifications
* Graduates from all disciplines are welcome; a background in business or finance is not required.
* Strong written communication skills and the ability to produce professional reports.
* Confident and clear communication with clients and colleagues.
* Excellent analytical skills and attention to detail.
* Basic numeracy skills.
* Strong organisational skills and the ability to prioritise effectively.
* A willingness to learn quickly and work towards professional qualifications.
* Ability to work well both independently and as part of a team.
About Beechwood Financial Services
Beechwood Financial Services is a well‑established, professional firm of Chartered Financial Planners based in Welwyn Garden City, Hertfordshire. Founded in 1978 and located in the town centre since 1983, we have built a long‑standing and affluent client base, together with an excellent reputation in the local area. We provide comprehensive financial planning, including pension and retirement advice, savings and investments, inheritance tax (IHT) planning, and specialist advice on finances during divorce, trust planning, and redundancy counselling.
Benefits
* Competitive starting salary of £31,000 – £35,000 per annum (depending upon experience).
* A quality workplace pension with employer contributions.
* A Death in Service scheme and Heath Cash Plan.
* A friendly, yet professional work environment within a supportive team.
We are seeking a Graduate Trainee Paraplanner to join our busy and growing team.
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