Paraplanner

Job description 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 clients What 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 essential Why 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: Leicester, GB

Posted Date: 1/30/2025