Location
CHORLEY
Salary Competitive TypePermanent WorkplaceOn-Site Ref88917
Recruiter Managing This Role
Trainee Paraplanner Financial Planning Support
We are seeking a motivated Trainee Paraplanner to join a well-established financial planning firm. This is an exciting opportunity for someone looking to start their career in paraplanning and gain hands-on experience in producing high-quality financial planning reports.
Key Responsibilities:
1. Interpret adviser client files to understand client needs and translate these into Financial Planning Reports.
2. Conduct research and analysis to identify suitable providers, products, and investment funds.
3. Liaise with the Technical Team and Compliance Team to ensure accurate, compliant advice preparation.
4. Prepare reports within agreed timescales, ensuring accuracy in spelling, composition, and data entry.
5. Maintain up-to-date records on the paraplanning log.
6. Commit to a Personal Development Plan and maintain performance standards.
7. Comply with Financial Services and Markets Act 2000, FCA Statements of Principle & Code of Practice, and all relevant FCA rules.
8. Adhere to the firms compliance, Treating Customers Fairly (TCF), Training & Competency (T&C), Anti-Money Laundering (AML), Data Protection, and Data Security procedures.
9. Achieve the required level of competency within the initial six-month probationary period.
Requirements:
10. Strong attention to detail and accuracy.
11. Excellent organisational and communication skills.
12. Commitment to learning and professional development.
13. Understanding of compliance requirements and regulatory obligations is desirable but not essential.