Trainee Paraplanner: Launch Career in Financial Planning

IDEX Consulting; Hove; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial planning practice in Hove seeks a Trainee Paraplanner to join their support team. This role includes processing new business submissions, updating systems, and supporting experienced financial planners. The company offers a friendly environment focused on personal and professional development, with opportunities to obtain industry qualifications. If you are an experienced Financial Planning Administrator or Trainee Paraplanner looking to progress your career, apply now for a confidential discussion.

Benefits

Excellent training

Support for acquiring industry qualifications

Friendly and supportive work environment

Qualifications

• Experience as a Financial Planning Administrator or Trainee Paraplanner is preferred.
• Ability to work in a supportive team environment.

Responsibilities

• Process submission of new and top up business to provider platforms.
• Update back-office system with new business and relevant documents.
• Support advisers in preparing for meetings.

Job description

A leading financial planning practice in Hove seeks a Trainee Paraplanner to join their support team. This role includes processing new business submissions, updating systems, and supporting experienced financial planners. The company offers a friendly environment focused on personal and professional development, with opportunities to obtain industry qualifications. If you are an experienced Financial Planning Administrator or Trainee Paraplanner looking to progress your career, apply now for a confidential discussion.