Trainee Paraplanner

Lime People Search & Select Ltd; Sheffield; On-site; GBP 22,000 - 30,000; Full time

Job summary

A Financial Advisory & Investment Management firm is seeking a Trainee Paraplanner in Sheffield. This role involves assessing new business submissions, liaising with Financial Advisers, and producing suitability letters. The ideal candidate will have 1-3 years in IFA Administration, aiming to progress into Paraplanning, along with a Diploma in Financial Planning. Competitive salary offered for a full-time position.

Qualifications

• 1-3 years of experience within IFA Administration.
• Working towards a Diploma in Financial Planning.
• Willingness to study and develop a career in Financial Advice.

Responsibilities

• Assess new business submissions based on IFA information.
• Liaise with Financial Advisers for case completion.
• Produce suitability letters and reports.

Skills

Attention to detail

Communication skills

Organizational skills

Education

Diploma in Financial Planning

Job description

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. You will be responsible for 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 obtain information for case completion, producing suitability letters & 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 within IFA Administration (1-3 years) and wish to progress into Paraplanning, but are currently unable to do so in their current role. Ideally, you will have 1-3 years of experience within Financial Services and be working towards a Diploma in Financial Planning, with some exams already completed (RO1, RO2, RO3). We are also open to candidates new to the sector, who are willing to study and develop a career within Financial Advice.

Great salary offered for this role. The position is office-based in Sheffield.