Graduate Trainee Paraplanner - Financial Planning

Beechwood Financial Services Limited; Welwyn Garden City; On-site; GBP 31,000 - 35,000; Full time

Job summary

A well-established financial planning firm in Welwyn Garden City is seeking a Graduate Trainee Paraplanner. This role involves preparing for client meetings, conducting financial research, drafting reports, and delivering excellent client service. The position offers comprehensive training and a competitive salary of £31,000 - £35,000 per annum.

Benefits

Full training towards Diploma in Regulated Financial Planning

Competitive starting salary

Quality workplace pension

Death in Service scheme

Health Cash Plan

Responsibilities

• Preparing for and attending client meetings with Advisers.
• Taking detailed meeting notes and carrying out follow-up actions.
• Research and analysis of clients' existing pensions, savings, and investments.
• Drafting clear, comprehensive recommendation reports.
• Preparing client cashflow forecasts using leading financial planning software.
• Undertaking technical research and completing tax, pension, and other calculations.
• Liaising with clients and the administration team.

Skills

Strong written communication skills

Confident communication

Analytical skills

Attention to detail

Basic numeracy

Organisational skills

Teamwork

Education

Degree level education

Job description

Graduate Trainee Paraplanner - Financial Planning

Job Type: Permanent

Work Hours: Full Time

Overview

Graduate Trainee Paraplanner - Financial Planning Beechwood Financial Services is a well-established, professional firm of Chartered Financial Planners based in Welwyn Garden City, Hertfordshire. Founded in 1978 and located in the town centre since 1983, we have built a long-standing and affluent client base, together with an excellent reputation in the local area.

We provide comprehensive financial planning, including:

• Pension and retirement advice
• Savings and Investments
• Inheritance tax (IHT) planning

We also advise in specialist areas such as finances on divorce, trust planning, and redundancy counselling. We are now seeking a Graduate Trainee Paraplanner to join our busy and growing team.

Responsibilities

• Preparing for and attending client meetings with Advisers.
• Taking detailed meeting notes and carrying out follow-up actions.
• Research and analysis of clients' existing pensions, savings, and investments.
• Drafting clear, comprehensive recommendation reports.
• Preparing client cashflow forecasts using leading financial planning software.
• Undertaking technical research and completing tax, pension, and other calculations.
• Liaising with clients and the administration team to ensure smooth delivery of ongoing work.

About You

The successful candidate will be educated to degree level and demonstrate a broad range of skills. We welcome graduates from all disciplines; a background in business or finance is not a requirement. You should be able to demonstrate:

• Strong written communication skills and the ability to produce professional reports.
• Confident and clear communication with clients and colleagues.
• Excellent analytical skills and attention to detail.
• Good level of basic numeracy.
• Strong organisational skills and the ability to prioritise effectively.
• A willingness to learn quickly and work towards professional qualifications.
• The ability to work well both independently and as part of a team.

What We Offer

• Full training, including support towards taking the Diploma in Regulated Financial Planning.
• Competitive starting salary of £31,000 - £35,000 per annum (depending upon experience).
• A quality workplace pension with employer contributions.
• A Death in Service scheme and Health Cash Plan.
• A friendly yet professional work environment within a supportive team.

You may also have experience in the following: Graduate Paraplanner, Trainee Paraplanner, Junior Paraplanner, Graduate Financial Planning Assistant, Graduate Wealth Management Trainee, Paraplanner Training Programme, Financial Planning, Wealth Management, Independent Financial Adviser (IFA) support, Chartered Financial Planners, Financial Advice Support, Investment Planning, Pension Planning, Savings and Investments, Inheritance Tax Planning, Financial Services Graduate Job, Financial Adviser Support Role, Technical Financial Planning

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