Job Openings Trainee Paraplanner

About the job Trainee Paraplanner

My client is a Chartered Financial Planner firm seeking two trainee paraplanners to work closely with their advisers and existing paraplanners.

They will support you through professional exams, progressing to paraplanning and will enable you to gain further opportunities to work with high-quality clients and professional contacts.

The role has the potential to evolve into either a financial adviser or technical role with full training and a personally tailored development plan.

They will help you develop your skills to provide positive client outcomes and achieve your own goals by supporting and shadowing our advisers and paraplanners. Responsibilities include:

  • Building and maintaining up to date client files
  • Analysing existing plans and investments.
  • Writing Strategy and Investment Plans.
  • Assisting in the implementation of the Financial Planner's investment recommendations.
  • Preparing Client Annual Review meetings and assisting with post-meeting follow up actions.
  • Carrying out one-off research projects and writing Suitability Reports.
  • Attending some client meetings to assist the financial planners & take notes
  • Dealing with ad-hoc servicing queries and tasks for clients

It is a rare opportunity for someone with some work experience and an interest in financial planning to kickstart their career in a supportive, sophisticated financial planning firm offering a bespoke training programme and exam support to become a paraplanner and beyond!