Trainee Paraplanner

Trainee Paraplanner

Location - Sutton Coldfield

Salary up to £35,000

Full Time, Permanent

We are working with a Boutique 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, investment, pension, IHT and estates, and protection cases. 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. This role is also open to individuals who are keen to get into the industry and build a career in financial planning.

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 £35,000 DOE

Study support to complete Level 4 diploma in Financial Planning

1pm finishes on Fridays

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