Trainee Paraplanner

www.topfinancialjobs.co.uk - Jobboard; Sheffield; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a Trainee Paraplanner to join their Administrative team in Sheffield. This role involves assessing new business submissions, liaising with Financial Advisers, and producing suitability letters and reports. The ideal candidate will have 1-3 years of experience in IFA Administration and a desire to progress in Financial Planning. This is a fantastic opportunity to develop a career in Financial Advice within a supportive environment, where your contributions will play a key role in delivering high-quality financial services.

Qualifications

• 1-3 Jahre Erfahrung in der IFA-Administration.
• Wille zur Weiterbildung im Bereich Finanzberatung.

Responsibilities

• Bewertung neuer Geschäftsanträge basierend auf Informationen von IFAs.
• Erstellung von Eignungsbriefen und Berichten.

Skills

IFA Administration

Financial Planning

Communication Skills

Education

Diploma in Financial Planning

Job description

Job Title: Trainee Paraplanner

My client is a Financial Advisory & Investment Management firm, providing high-quality Financial Advice to both Individuals and Businesses.

We are currently seeking a Trainee Paraplanner to join the Administrative team. Your responsibilities will include assessing new business submissions based on information provided by the IFA's, recording new cases in the company's internal systems, liaising with Financial Advisers to gather information for case completion, producing suitability letters and reports, presenting cases to Financial Advisers, providing feedback on new business and cases, and finalising cases in line with the company's regulatory procedures.

The ideal candidate will have some experience in IFA Administration, with 1-3 years of experience, and a desire to progress into Paraplanning. Candidates with 1-3 years of experience within Financial Services are encouraged to apply. It is also advantageous if you are working towards a Diploma in Financial Planning, with some exams already completed (RO1, RO2, RO3). We are open to considering candidates new to the sector who are willing to study and develop a career in Financial Advice.

This role offers a competitive salary and is based in Sheffield.