Trainee Paraplanner

Mitchell Hall Consulting; Knutsford; On-site; GBP 30,000 - 36,000; Full time

Benefits offered by this job

Hybrid working

Support with Diploma exams

Job summary

Mitchell Hall Consulting is seeking a Trainee Paraplanner for their Knutsford office. You will support the Paraplanner/Advice team, prepare suitability letters and reports, and undertake Paraplanner training while analysing client data and creating illustrations.

This role offers a competitive salary up to £33,000 per annum, with hybrid working and support with Diploma exams, making it a sought-after opportunity for those progressing in wealth planning.

Qualifications

• 2 years experience within a Wealth/IFA practice preferred.
• Experience with platform providers.
• Computer literate.
• Knowledge of the financial planning system.
• Ideally working towards Level 4 Diploma in Financial Planning.

Responsibilities

• Support the Paraplanner/Advice team.
• Create suitability letters/reports.
• Undertake Paraplanner training.
• Analyse client data.
• Create illustrations.
• Perform other duties as required.

Skills

Wealth/IFA experience

Platform providers experience

Computer literacy

Knowledge of financial planning system

Diploma exam support

Education

Level 4 Diploma in Financial Planning (working towards)

Job description

Trainee Paraplanner role - leading Wealth Practice!

Leading bespoke IFA Wealth practice are looking to augment their team at the Knutsford office by recruiting a Trainee Paraplanner.

You'll be supporting the Paraplanner/Advice team, creating suitability letter/reports, undertaking Paraplanner training, analysing client data, creating illustrations, amongst other duties.

A competitive salary package is on offer with this role, to 33,000 PA, plus support with Diploma exams, hybrid working, making this a sought after opportunity!

Ideally, you'll have 2 years experience within a Wealth/IFA practice, experience with platform providers, computer literate, knowledge of the financial planning system and ideally working towards Level 4 Diploma in Financial Planning!