Trainee Paraplanner

Location - West Midlands (3 days in the office, 2 days from home)

Salary up to £36,000

Full Time, Part time Permanent

We are working with a national Independent Financial Adviser who are looking to bring on a Trainee Paraplanner. In the role you will work in a pod with experienced paraplanners on a wide range of financial planning cases. A full training and development programme will be put in place.

This is a great role for an experienced IFA Administrator or someone with some paraplanning experience that wants to kick on and become a fully diploma qualified Paraplanner.

Key duties of the Trainee Paraplanner

• Preparing documentation for client review meetings
• Attending and minuting client and prospect meetings
• Production of Suitability Reports for existing clients covering for example, pension draw and contributions, pension transfers, fund switches, bond assignments and surrenders. There is also occasionally a need to recommend protection products.
• Producing full planning reports for new clients.
• Liaising with our Investment Team to communicate changes to client plans which impact on the investment strategy.
• Cashflow Modelling
• Ad hoc Administration duties

What’s on offer?

• Salary up to £36,000 DOE
• Study support to complete Level 4 diploma in Financial Planning
• Hybrid work (2 days a week from home)
• 35 hour working week with flexi starts (8-4 or 9-5)
• Annual bonus up to 10%
• Strong benefits package

If you are interested in the Trainee Paraplanner Position then apply today and one of our consultants will be in touch within 24 hours.

Trainee Paraplanner, IFA Administrator, Research Analyst, Financial Planning, Financial Services, Wealth Management