Trainee Paraplanner

WEALTHLINK RECRUITMENT LTD; Birmingham; Hybrid; GBP 30,000 - 36,000; Full time

Job summary

A recruitment firm is seeking a Trainee Paraplanner in Birmingham. This role offers a salary of up to £36,000 and the opportunity to work with experienced paraplanners. You'll be involved in preparing documentation, attending meetings, and producing reports, with study support for the Level 4 diploma in Financial Planning. The position comes with a hybrid work model, requiring 3 days in the office and 2 days from home.

Benefits

Study support for Level 4 diploma in Financial Planning

Hybrid work model

Qualifications

• Experience as an IFA Administrator or some paraplanning experience.
• Looking to complete Level 4 diploma in Financial Planning.

Responsibilities

• Prepare documentation for client review meetings.
• Attend and minute client and prospect meetings.
• Produce Suitability Reports for existing clients.
• Produce full planning reports for new clients.
• Liaise with the Investment Team.
• Perform Cashflow Modelling.
• Handle ad hoc Administration duties.

Skills

Document preparation

Client meeting support

Report production

Cashflow Modelling

Job description

Trainee Paraplanner

Location - West Midlands (3 days in the office, 2 days from home)

Salary up to £36,000

Full Time, Part time Permanent

We are working with a national 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 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.

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 £36,000 DOE
• Study support to complete Level 4 diploma in Financial Planning
• Hybrid work (2 days in the office, 2 days from home)