Graduate Trainee Paraplanner - Financial Planning
3 days ago Be among the first 25 applicants
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
* Finances on divorce, trust planning, and redundancy counselling
Role Overview
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 the following:
* Preparing for and attending client meetings with advisers.
* Taking detailed meeting notes and carrying out follow‑up actions.
* Research and analysis of 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.
About You
The successful candidate will be educated to degree level and demonstrate a broad range of skills. We welcome graduates from all disciplines; a background in business or finance is not a requirement. You should be able to demonstrate:
* 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.
* Good level of basic numeracy.
* Strong organisational skills and the ability to prioritise effectively.
* A willingness to learn quickly and work towards professional qualifications.
* The ability to work well both independently and as part of a team.
What We Offer
* Full training, including support towards taking the Diploma in Regulated Financial Planning.
* 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.
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