Trainee Paraplanner

Prestige Recruitment Group; Lymm; On-site; GBP 20,000 - 25,000; Full time

Job summary

Une entreprise dynamique de conseillers financiers indépendants recherche un Trainee Paraplanner, idéal pour quiconque cherchant à démarrer ou faire avancer sa carrière dans les services financiers. Le rôle implique des responsabilités variées, un soutien technique aux conseillers et des interactions avec les clients, le tout dans un environnement orienté vers le succès professionnel.

Benefits

Soutien financier vers les qualifications professionnelles

Primes pour réussite aux examens

Accès à des événements d'entreprise

Gym sur site

Environnement de travail favorable à la progression de carrière

Qualifications

• Engagement à obtenir des certifications professionnelles.
• Précédente expérience en services financiers est un avantage mais non essentielle.
• Attitude positive et volonté d'apprendre sont cruciales.

Responsibilities

• Soutenir les conseillers financiers et l'équipe de paraplanning.
• Rédiger des rapports de convenance basés sur les recommandations des conseillers.
• Assister aux réunions de revue client et prendre des notes.

Skills

Driven

Organised

Enthusiastic

Detail-oriented

Strong communication skills

Flexible

Methodical

Team player

Education

Diploma in Financial Planning

Job description

Trainee Paraplanner Opportunity

Up to £25,000

We have an exciting opportunity for a Trainee Paraplanner to join a dynamic and professional team of well-established Independent Financial Advisers.

This is the perfect role for someone looking to kickstart or further their career in financial services with a forward-thinking, innovative firm that values personal growth and professional development.

As a Trainee Paraplanner, you’ll play a key role in supporting advisers and existing paraplanning team. This is a varied and rewarding position ideal for a proactive individual who thrives in a fast-paced, client-focused environment.

• Supporting experienced Paraplanners and Financial Advisers
• Attending client review meetings and taking detailed notes
• Drafting suitability reports based on adviser recommendations
• Handling client queries and general enquiries
• Requesting product information and illustrations from providers
• Submitting and processing new business cases
• Conducting product and fund research
• Maintaining accurate and compliant client records
• Liaising with clients, providers, and introducers

We’re looking for someone who is:

• Driven, organised, and enthusiastic
• Detail-oriented with strong communication skills
• A team player with a flexible and methodical approach
• Committed to gaining further qualifications such as the Diploma in Financial Planning
• Previous experience in financial services is advantageous but not essential – your attitude and willingness to learn are what matter most.

What’s in it for You?

• Competitive salary: up to £25,000 (based on experience)
• Financial support toward professional qualifications
• Generous exam pass bonuses
• Access to corporate events and on-site gym
• A collaborative, modern working environment with a focus on career progression