Trainee Paraplanner: Path to Full Paraplanner (Hybrid)

Tekk Fusion; Maney; Hybrid; GBP 32,000 - 39,000; Full time

Benefits offered by this job

Hybrid working pattern

Job summary

Trainee Paraplanner role in Sutton Coldfield with a well established wealth management and financial planning firm. The position offers a clear path to become a fully competent Paraplanner within 12–18 months in a structured, supportive environment.

You’ll work with Financial Advisers on a pooled basis, conducting research, analysis and report preparation. Salary starts around £35,000 plus, with hybrid working once established.

Qualifications

• Some paraplanning or technical support experience (essential).
• Working towards Level 4 Diploma; ideally a minimum 3 RO exams.
• Strong understanding of the advice process.
• Good attention to detail and analytical skills.

Responsibilities

• Support advisers with technical research and analysis.
• Assist with preparation of suitability reports and advice documentation.
• Carry out product and fund research.
• Support client reviews and annual review preparation.
• Work closely with advisers (approx. 1 paraplanner to 2 advisers)

Job description

Trainee Paraplanner role in Sutton Coldfield with a well established wealth management and financial planning firm. The position offers a clear path to become a fully competent Paraplanner within 12–18 months in a structured, supportive environment.

You’ll work with Financial Advisers on a pooled basis, conducting research, analysis and report preparation. Salary starts around £35,000 plus, with hybrid working once established.