Trainee Paraplanner

Recruit Wealth; United Kingdom; Hybrid; GBP 21,000 - 30,000; Full time

Job summary

A leading financial planning firm in the UK is seeking a Trainee Paraplanner for their Cardiff hub. The role involves supporting Financial Planners through report compilation, research, and client interaction. Candidates should have experience in financial advice, strong communication, and organisational skills. The firm offers comprehensive benefits, including bonuses, holiday purchase options, and professional development support.

Benefits

Quarterly paraplanning bonuses

25 days holiday plus bank holidays

Annual salary reviews

Study support for professional exams

Flexible working options

Qualifications

• Experience in a financial advice firm and paraplanner skills.
• Reliable with the ability to manage and prioritise workloads.
• Flexibility and adaptability to cope with change.

Responsibilities

• Compile financial planning reports for Financial Planners.
• Support Financial Planners with product research.
• Maintain client records on company software.

Skills

Financial advice experience

Analytical skills

Outstanding communication

Organisational abilities

IT proficiency

Education

Diploma qualification

Tools

IO/Intelligent Office software

Microsoft Office Suite

Job description

Recruit Wealth are delighted to be representing one of the fastest growing, largest, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition.

Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.

This newly created Trainee Paraplanner role is located for their Cardiff regional hub, one of their 50 national offices. They are award winning and recognised as one of the prominent names in the Financial Services industry.

Responsibilities

• Compiling financial planning reports for the Financial Planners to present to clients.
• Support the Financial Planners by conducting research on products and helping find the right solutions for clients.
• Assisting with reviews and requests, acting as a point of contact for our clients technical day-to-day queries
• Arranging for plans to be submitted to company providers.
• Maintain client records on company software, ensuring all files are well-presented, accurate and compliant.
• Prepare client review packs and conduct Illustration requests.
• Keep up to date with financial products and legislation.
• Comply with all firm and industry guidelines, rules and regulations.

Role Requirements

• Experience in a financial advice firm and paraplanner skills are essential.
• Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience.
• Experienced in using IO/Intelligent Office software ideally.
• A reliable individual who has the ability to manage and prioritise workloads.
• Outstanding communication skills at all levels.
• Analytical and problem-solving skills.
• Experience of working as part of a team.
• Excellent organisational and multi-tasking abilities are essential.
• Flexibility/ adaptability to cope with change.
• Confident with IT and office software packages Word, Excel, PowerPoint.

Benefits of joining the business:

• Quarterly paraplanning bonuses
• 25 days holiday plus bank holidays
• Day off for your Birthday
• Annual salary reviews
• Staff awards
• Study support for professional industry exams
• Adviser Academy if desired
• Progression
• Holiday Purchase Scheme
• Life Assurance
• Private pension
• Corporate Eyecare cover
• Flex/Hybrid working

The opportunity will undoubtedly suit an administrator who is looking to take the step up to Paraplanning with further support & training.

The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support.

Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK.

Please apply to us here at Recruit Wealth for an immediate response.