Paraplanning Trainee | Hybrid 3/2 | Path to Diploma

mbf; West of England; Hybrid; GBP 25,000 - 40,000; Full time

Benefits offered by this job

Life assurance

Private medical insurance

Discretionary annual bonus

Full support for professional qualifications

Hybrid working arrangement (3 days office / 2 days home)

Job summary

A respected wealth management firm in Bristol is seeking an Associate Paraplanner. This role involves assisting with suitability reports, conducting research, and gaining hands-on paraplanning experience. Ideal for a trainee or IFA administrator wanting to progress to a fully qualified paraplanner. Competitive salary of £25,000 - £40,000 along with life assurance, private medical insurance, and support for professional qualifications.

Qualifications

• Some experience in paraplanning, IFA administration, or related financial services role.
• Completion of a few relevant RO exams or equivalent knowledge.
• Strong interest in progressing to achieve the Diploma in Financial Planning.

Responsibilities

• Assist with the preparation of suitability reports and other paraplanning tasks.
• Conduct research to support financial planning recommendations.
• Work under the guidance of senior paraplanners.

Skills

Strong interest in financial planning

Good communication skills

Attention to detail

Motivated and eager to learn

Team player

Education

Completion of relevant RO exams or equivalent knowledge

Job description

A respected wealth management firm in Bristol is seeking an Associate Paraplanner. This role involves assisting with suitability reports, conducting research, and gaining hands-on paraplanning experience. Ideal for a trainee or IFA administrator wanting to progress to a fully qualified paraplanner. Competitive salary of £25,000 - £40,000 along with life assurance, private medical insurance, and support for professional qualifications.