Trainee Paraplanner - Norwich

GCB; Norwich; Hybrid; GBP 30,000 - 36,000; Full time

Job summary

A successful Independent Financial Practice in Norwich is seeking a Trainee Paraplanner to join their experienced team. This is an excellent opportunity to learn from professionals and gain hands-on experience in a friendly environment. The ideal candidate will have prior administrative experience in a Financial Advisor context and will be responsible for preparing client portfolio analyses, providing technical support, and adhering to compliance procedures. A competitive salary of up to £36,000 and progression opportunities are offered.

Benefits

Basic Salary up to £36,000

25 days plus bank holidays

Free Parking

Qualifications

• Previous administrative experience working within Financial Advisors, either as a Financial Administrator or Paraplanner.
• Ability to prioritise and be proactive.

Responsibilities

• Preparing analysis of the client’s existing portfolio.
• Provision of technical support to Advisers.
• Working closely with the Adviser to research and formulate appropriate advice.
• Preparation of Recommendation Reports and supplementary documentation.
• Adherence to compliance procedures and high standards of client service.
• Regular liaison with product providers, account managers and clients.
• Develop and maintain knowledge of financial products and markets.

Skills

Organised and efficient

Excellent attention to detail

Strong analytical skills

Strong numerical skills

Strong IT skills (Microsoft Word, Excel, Outlook)

Job description

We are currently looking for a Trainee Paraplanner to join our clients, a highly successful Independent Financial Practice with a team of advisers who have a wealth of experience. This is a unique opportunityto learn from seasoned professionals, gain hands‑on experience and embark on a journey towards becoming a proficient paraplanner.

Our clients offera clear career path with excellent progression opportunities in a friendly environment alongside experienced advisers. The successful candidate must have experience working as a Financial Administrator or Paraplanner within a Financial Advisors.

Working Hours :

• Full Time
• Hybrid-working basis (Monday to Thursday in the office & Friday WFH)

The successful Trainee Paraplanner will be offered :

• Basic Salaryup to £36,000
• 25 days plus bank holidays
• Free Parking

To be considered for the role of Trainee Paraplanner, you must have

• Previous administrative experience workingwithin a Financial Advisors, either within Financial Administrator or Paraplanner role.
• Organised and efficient with excellent attention to detail
• Ability to prioritise and be proactive.
• Strong analytical and numericalskills
• Strong IT skills, specifically in Microsoft Word, Excel and Outlook

Trainee Paraplanner responsibilities :

• Preparing analysis of the client’s existing portfolio
• Provision of technical support to Advisers
• Working closely with the Adviser to research and formulate appropriate advice.
• Preparation of Recommendation Reports and supplementary documentation
• Adherence to compliance procedures, core values and high standards of client service
• Regular liaison with product providers, account managers and clients
• Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs