Trainee Paraplanner - Wokingham

TN United Kingdom; Wokingham; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading company in financial services is seeking a Trainee Paraplanner to join their team in Wokingham. This role involves reviewing client information, drafting reports, and supporting financial planning processes. The ideal candidate will have previous experience in an IFA firm and be working towards a Diploma Level 4 in Financial Planning. This position offers a pathway to becoming a fully competent Paraplanner.

Qualifications

• Experience in an IFA firm is essential.
• Minimum of 2 years’ experience in sales support.
• Practical knowledge of financial planning and related areas.

Responsibilities

• Review and quality check Private Client fact finds.
• Draft recommendation reports based on client information.
• Maintain documentation and record keeping on back office systems.

Skills

Planning & Organising

Resilience

Technical Knowledge

Analytical skills

Education

Working toward Diploma Level 4

Tools

Excel

Word

Job description

Social network you want to login/join with:

col-narrow-left

Client:

Location:

Wokingham, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Reference:

e5047a924ffe

Job Views:

3

Posted:

19.05.2025

Expiry Date:

03.07.2025

col-wide

Job Description:

Trainee Paraplanner - Wokingham

Our client is looking for a Trainee Paraplanner to join their team in Wokingham.

Key responsibilities:

• To review and quality check Private Client fact finds to ensure the information provided allows you to conduct fund and product research, in preparation of drafting the report.
• To set down holistic financial planning advice for each client using the information provided to draft a recommendation report. To build upon own knowledge and expertise to construct and draft advice reports where this falls outside of the standard reports, preparing a report for sign off by the Adviser.
• To collate all documentation to support the recommendations.
• Meet set individual targets for productivity and quality.
• Update internal systems with case progress so this can be tracked to new business receipt.
• Ensure all record keeping is maintained on back office systems ensuring documents are imported or scanned in a timely manner to support the recommendation.
• Liaise with Business Support staff where administrative support is required at pre-sales.
  

Experience and Skills:

• Planning & Organising
• Resilience
• Technical Knowledge
• Excellent analytical and evaluation skills
• Analytical skills
• Practical knowledge of financial planning, pensions, investments, wealth, management, life assurance, tax matters and corporate financial advice
• Excel and Word
• Previous experience in an IFA firm is essential
• Experienced sales support with minimum of 2 years’ experience and wishing to progress to a Trainee
• Paraplanner, with the end goal of becoming a fully competent Paraplanner
• Working toward Diploma Level 4.

Full Diploma in Financial Planning will need to be completed to move into a full Paraplanner role