Trainee Paraplanner - Study Support & Career Growth

Square Peg Associates; Bury; On-site; GBP 26,000 - 32,000; Full time

Job summary

A prestigious financial services practice in Bury is seeking an Assistant Paraplanner to support their expanding team. This role offers the opportunity for career progression and study support for RO exams. Responsibilities include preparing client files, generating reports, and assisting with client queries. Ideal for candidates with experience in Financial Services or as an IFA administrator. A dynamic work environment with thorough on-the-job training is provided.

Benefits

Study support

Thorough on-the-job training

Qualifications

• Exposure within Financial Services or as an IFA administrator.
• Driven individual with strong technical knowledge.

Responsibilities

• Prepare and maintain client files accurately.
• Generate and complete Comparison Reports and Illustrations.
• Assist in drafting Suitability Letters and complete compliance paperwork.
• Handle queries from clients and establish strong relationships.

Skills

Understanding of the Financial Planning process

Attention to detail

Excel and Word knowledge

Strong English and Maths skills

Good IT skills

Report writing skills

Strong technical knowledge

Job description

A prestigious financial services practice in Bury is seeking an Assistant Paraplanner to support their expanding team. This role offers the opportunity for career progression and study support for RO exams. Responsibilities include preparing client files, generating reports, and assisting with client queries. Ideal for candidates with experience in Financial Services or as an IFA administrator. A dynamic work environment with thorough on-the-job training is provided.