Trainee Paraplanner – Diploma Path with Study Support

WEALTHLINK RECRUITMENT LTD; West Midlands; On-site; GBP 32,000 - 39,000; Full time

Benefits offered by this job

Study support for Level 4 Diploma

1pm finish on Fridays

Strong benefits package

Job summary

WEALTHLINK RECRUITMENT LTD is assisting a Boutique Independent Financial Adviser in Sutton Coldfield to recruit a Trainee Paraplanner. You will work in a small team with experienced paraplanners, handling financial planning, pensions, IHT and protection cases, with a structured training program to develop you into a qualified paraplanner.

This role suits someone with IFA administration experience or paraplanning exposure who wants to advance; it is open to motivated individuals aiming to build a

Qualifications

• Experience as IFA Administrator or some paraplanning exposure.
• Interest in pursuing paraplanning and diploma qualification.
• Good numeracy and client documentation skills.

Responsibilities

• Prepare documentation for client reviews.
• Attend and minuting client and prospect meetings.
• Produce planning reports for new clients and update investment plans.
• Coordinate with Investment Team on changes to client plans.
• Support diary and admin tasks as needed.

Skills

Attention to detail

Communication

Organisation

Job description

WEALTHLINK RECRUITMENT LTD is assisting a Boutique Independent Financial Adviser in Sutton Coldfield to recruit a Trainee Paraplanner. You will work in a small team with experienced paraplanners, handling financial planning, pensions, IHT and protection cases, with a structured training program to develop you into a qualified paraplanner.

This role suits someone with IFA administration experience or paraplanning exposure who wants to advance; it is open to motivated individuals aiming to build a