Trainee Paraplanner

We’re proud to be recruiting an enterprising Trainee Paraplanner on behalf of a leading local financial services business going through a period of rapid expansion and success.

Based at stylish contemporary offices in a picturesque rural setting, the successful applicant will play a crucial part in supporting the Business Owner and Wealth Managers by carrying out various responsibilities, including administration, meeting preparation and producing suitability reports.

This is an exciting opportunity for a highly organised and motivated individual who enjoys working in a fast-paced environment to embark on an exciting career path in financial planning.

Salary and benefits:

• £21,000 – £26,000
• Bonus structure
• Fully covered exams for the CII Level 4 Diploma in Regulated Financial Planning
• Bright, modern offices
• Free parking
• Flexitime working Monday to Friday
• Office-based

As Trainee Paraplanner, you will have the following duties and responsibilities:

• Maintaining accurate client information on Salesforce.
• Preparing client meeting packs and sign-up forms.
• Liaising with clients, third parties and advisers via e-mail, telephone and in person.
• Processing new business, completing fund withdrawals and other transactions.
• Working alongside the technical paraplanning team.
• Helping the advisers prepare for client meetings, ensuring all necessary documentation is produced.

We’re looking for a Trainee Paraplanner with the following skills and experience:

• Previous experience in administration, ideally in a financial or analytical environment, is essential.
• Demonstrates a keen interest in building a paraplanning career.
• IT proficient, with a good knowledge of MS Outlook, Word and Excel
• Professional and engaging communication style, both verbally and in writing, with the ability to liaise confidently and effectively with clients and colleagues.
• Evidence of producing professional documents and correspondence to a consistently high standard, with excellent grammatical accuracy and attention to detail.
• Works with a positive, team-focused approach.