Trainee Paraplanner: Study Support & 1pm Fridays

WEALTHLINK RECRUITMENT LTD; Sutton Coldfield; On-site; GBP 32,000 - 39,000; Full time

Benefits offered by this job

Study support for Level 4 diploma

Early Friday finish at 1pm

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 join a pod with experienced paraplanners across financial planning, investments, pensions, IHT and protection, with full training provided.

This role suits someone with IFA administration or paraplanning exposure who wants to become a diploma-qualified paraplanner, or a motivated entrant seeking a career in financial planning.

Qualifications

• Experience in IFA administration or paraplanning helpful.
• Willingness to study to complete Level 4 Diploma in Financial Planning.

Responsibilities

• Prepare documentation for client reviews.
• Attend and minuting client and prospect meetings.
• Produce suitability reports for existing clients (pensions, investments, transfers, protections).
• Create full planning reports for new clients.
• Coordinate with Investment Team on plan changes affecting strategy.
• Assist with cashflow modelling.
• Handle ad hoc administration duties.

Skills

Paraplanning knowledge

Attention to detail

Communication skills

Education

Level 4 Diploma in Financial Planning

Job description

WEALTHLINK RECRUITMENT LTD is assisting a Boutique Independent Financial Adviser in Sutton Coldfield to recruit a Trainee Paraplanner. You will join a pod with experienced paraplanners across financial planning, investments, pensions, IHT and protection, with full training provided.

This role suits someone with IFA administration or paraplanning exposure who wants to become a diploma-qualified paraplanner, or a motivated entrant seeking a career in financial planning.