Trainee Paraplanner - Training & Study Support

The Eventus Recruitment Group; Knutsford; Hybrid; GBP 33,000 - 36,000; Full time

Benefits offered by this job

CII study support

25 days holiday plus bank holidays

Employer pension contributions

4x death in service

Flexible start and finish times

One day a week working from home

Free parking on site

Job summary

The Eventus Recruitment Group are seeking a Trainee Paraplanner to join an independent financial planning firm in Knutsford, Cheshire. This full-time, permanent role pays £33,000 to £36,000 depending on experience, with funded CII study towards Chartered, flexible start and finish times, up to two days a week from home, and 25 days holiday plus bank holidays.

The training programme is structured to develop paraplanning skills from day one, with real client work and a collaborative team

Qualifications

• At least two years' experience in a financial planning firm.
• Working towards the Level 4 Diploma in Regulated Financial Planning.
• Good working knowledge of protection, pensions and investment products.
• Confident written and verbal communication with clients and providers.

Responsibilities

• Servicing existing business, including platform-based work and illustrations.
• Producing suitability letters and reports in line with the paraplanning training programme.
• Carrying out basic plan and fund research to support the paraplanning team.
• Acting on instructions from advisers and paraplanners following client meetings.
• Liaising directly with clients and wrap and platform providers.
• Obtaining illustrations and product information and chasing outstanding queries.
• Maintaining accurate records and keeping client files compliant.

Skills

Financial planning experience

Attention to detail

Written communication

Verbal communication

Back office systems

Platform systems

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Intelligent Office

Job description

The Eventus Recruitment Group are seeking a Trainee Paraplanner to join an independent financial planning firm in Knutsford, Cheshire. This full-time, permanent role pays £33,000 to £36,000 depending on experience, with funded CII study towards Chartered, flexible start and finish times, up to two days a week from home, and 25 days holiday plus bank holidays.

The training programme is structured to develop paraplanning skills from day one, with real client work and a collaborative team