Trainee Paraplanner

Job role: Trainee Paraplanner Salary: 27,000( Within 12 months of being qualified this will be reviewed ) Location: Leicester Join Our Team as a Trainee Paraplanner Are you looking to kick-start your career in financial planning? Do you have a keen eye for detail, strong analytical skills, and a passion for helping others? We are offering an exciting opportunity for a Trainee Paraplanner to join our dynamic and growing team. About the Role: As a Trainee Paraplanner, you will play a crucial support role within our financial planning team, assisting with preparing high-quality reports, research, and recommendations for clients. You will gain invaluable hands-on experience and training while working closely with experienced paraplanners and financial advisors. Key Responsibilities: Conduct research on financial products, investments, and providers as a trainee paraplanner Prepare and maintain financial planning documentation and reports Support senior paraplanners and advisors with client meetings and follow-ups Assist in the analysis of clients’ financial positions, goals, and objectives Help ensure compliance with industry regulations and company procedures as a Trainee Paraplanner Develop and maintain strong relationships with internal teams and clientsWhat We’re Looking For: A strong interest in financial planning and personal finance as a Trainee paraplanner Excellent attention to detail and organizational skills A proactive, can-do attitude and eagerness to learn as a trainee paraplanner Good communication and interpersonal skills as a trainee paraplanner Basic knowledge of financial services or a relevant qualification (e.g., CF1, CISI, or equivalent) is desirable but not essentialWhy Join Us? Full training and career development opportunities Support towards relevant qualifications (e.g., Diploma in Regulated Financial Planning) A collaborative, friendly, and supportive work environment Competitive salary and benefits package

Location: Humberstone, GB

Posted Date: 1/15/2025