Trainee Paraplanner

www.topfinancialjobs.co.uk - Jobboard; United Kingdom; On-site; GBP 30,000; Full time

Job summary

An established industry player is seeking a Trainee Paraplanner to join their South Manchester office. In this role, you will assist Wealth Strategists by providing technical information and preparing client packs for review meetings. This position offers accelerated progression to Paraplanner and includes comprehensive study support for professional qualifications. You will maintain strong client relationships, conduct financial research, and ensure compliance with regulatory standards. With a focus on professional development and a supportive team environment, this opportunity is ideal for those looking to build a successful career in financial services.

Benefits

Accelerated Progression to Paraplanner

Early finish Fridays

Level 4 & 6 Study Support

Matched 5% Pension Contribution

Private Medical Insurance

Cash Health Plan

Death in Service

Cycle to Work Scheme

Qualifications

• Strong analytical skills to assess clients' financial needs.
• Ability to prepare clear investment strategies and reports.

Responsibilities

• Attend client meetings and document financial needs accurately.
• Conduct research on suitable financial products for clients.

Skills

Client Relationship Management

Financial Analysis

Research Skills

Education

Level 4 Financial Planning Qualification

Level 6 Financial Planning Qualification

Tools

FEAnalytics

Cashcalc

Elevate

Transact

Abdrn Wrap

Job description

Description:

Trainee Paraplanner

Location: South Manchester (fully office based)

Salary: £30,000 DOE

Benefits:

• Accelerated Progression to Paraplanner
• Early finish Fridays
• Level 4 & 6 Study Support
• Matched 5% Pension Contribution
• Private Medical Insurance
• Cash Health Plan
• Death in Service
• Cycle to Work Scheme

You will be responsible for providing our Wealth Strategists with technical information and assisting the other Client Managers and advisers with draft reports, ensuring client's investment transactions are carried out accurately. You will prepare client packs for ongoing review meetings and ensure all information for the client meetings is accurate and timely to facilitate smooth client service.

Responsibilities:

1. Attend client meetings alongside Wealth Strategists, create meeting minutes that accurately reflect the information gathered to fully document the client’s financial needs and objectives.
2. Maintain ongoing relationships with clients, keep them informed, answer queries, and arrange review meetings.
3. Conduct research and analyze products and services suitable to each client’s financial circumstances, discussing appropriate solutions with the Wealth Strategist.
4. Prepare clear investment strategies, mandates, and recommendation reports, ensuring compliance with regulatory standards for review by the Wealth Strategist.
5. Review clients' portfolios regularly to support ongoing relationships, maintaining a systematic review of client holdings and financial priorities.
6. Use research and planning systems such as FEAnalytics, Cashcalc, and wrap platforms like Elevate, Transact, & Abdrn Wrap effectively.
7. Ensure recommendations are implemented promptly and accurately.
8. Stay informed about industry, compliance, and regulatory developments.
9. Develop productive relationships with colleagues and clients within and outside the financial services industry.