Trainee Paraplanner

TN United Kingdom; Coventry; On-site; GBP 30,000 - 35,000; Full time

Job summary

An innovative firm in Coventry is seeking a Trainee Paraplanner to join their dynamic team. This role offers the opportunity to work with high-net worth individuals, providing essential support in financial planning. As a detail-oriented individual, you will manage client files, process applications, and prepare reports. With a focus on professional growth, the company supports your journey towards qualifications and offers performance-based bonuses. Join a team that values your contributions and fosters a collaborative environment, ensuring your success in the financial services industry.

Benefits

28 days paid holiday

Performance-based bonuses

Career progression opportunities

Support for professional qualifications

Free parking

Qualifications

• Qualified or part qualified in financial planning.
• Experience in financial services, ideally in an IFA practice.

Responsibilities

• Manage daily correspondence and client files.
• Process new business applications from start to finish.
• Prepare for client annual review meetings.

Skills

Detail-oriented

Analytical skills

Communication skills

Knowledge of FCA regulations

Organizational skills

Time management

Eagerness to learn

Team player

Education

Level 4 Diploma in Financial Planning

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

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Trainee Paraplanner | Coventry – Office based | Full Time | £30,000 - £35,000 based on experience

Are you a detail-oriented individual with a passion for financial planning?

Do you thrive in a fast-paced environment and aspire to work with high-net worth individuals?

If so, our client wants you to be part of their team!

The company specialise in providing top-tier services for high-net worth individuals, helping them leverage their assets while ensuring protection, growth, and maximising tax efficiency. As a leading firm in Coventry, they are committed to excellence and continuous growth.

Are you the right person for the job?

• A team player who shares our company values
• Qualified or part qualified (completed or studying for Level 4 Diploma or similar)
• Experienced in financial services, ideally in an IFA practice
• Analytical with a keen eye for detail
• Proficient in written and oral communication
• Knowledgeable about FCA regulations and compliance obligations
• Familiar with regulated products and platforms
• Excellent attention to detail
• Strong organisational and time management skills
• Eagerness to learn and grow
• Ability to work independently and collaboratively
• Proficiency in Word, Excel & PowerPoint
• Driven to succeed with a strong work ethic

What will your role look like?

• Manage daily correspondence and client files
• Process new business applications from start to finish
• Obtain product information from providers
• Prepare illustrations and suitability reports
• Maintain the New Business pipeline
• Complete Cash Flow Projections
• Prepare for client annual review meetings

What can you expect in return?

• Enjoy 28 days of paid holiday per year
• Performance-Based Bonuses: Your hard work and dedication won't go unnoticed. Our client offers performance-based bonuses, tailored to reward your achievements. Further details will be discussed during the interview process, ensuring transparency and alignment with your goals
• Career Progression Opportunities: our client is committed to helping you reach your full potential. With structured training, development programs, and clear pathways for advancement, you'll have the support you need to excel in your career
• Support for Professional Qualifications: Invest in your professional growth with our client’s support for pursuing professional qualifications. Whether it's certifications, courses, or licences, our client is here to help you expand your skill set and expertise
• Free Parking

Additionally, while the company currently don't offer Death in Service or Group Income Protection, they're open to considering these benefits in the future. The company’s decisions are driven by the impact their team members have on their practice. For instance, in the past, the presence of a Paraplanner led to a significant 25% increase in production, prompting our client to explore additional benefits like Death in Service and Group Income Protection.

Similarly, long-term team members have received annual bonuses based on their dedication and contributions.

These discussions are best had face-to-face, allowing you and the employer to explore how you can mutually support each other's success.

What’s next? It’s easy! Click “APPLY” now! We can’t wait to hear from you!