Trainee Paraplanner

Trainee Paraplanner

Job Title: Trainee Paraplanner
Contract Type: Permanent
Location: Leicestershire, England
Salary: £25,000
REF: 896969
Contact Name: Sophie Rice
Contact Email:
Job Published: almost 2 years ago

Job Description

Our client, who provide financial planning services to private and high net worth individuals, is seeking an experienced Senior Administrator from a Financial Services (IFA) background to train as a Paraplanner to join their growing team.

The successful candidate will support a team of advisers and provide technical research and analysis of existing products, policies and funds along with the composition of compliant suitability reports.    

This will be a busy and varied position and a fantastic opportunity to work in a great environment with fun, hard-working people. Suitable candidates will have some Paraplanning experience or currently studying /working towards qualification.

Duties and responsibilities:

  • Accurately and efficiently support the advisers to enable the achievement of targets
  • Preparing information / comparisons for analysis
  • Review / analyse investment portfolio / asset allocation / risk profile
  • Prepare draft recommendation letters and compliant suitability reports with agreed recommendations
  • Liaise with the clients’ legal and tax advisers
  • Ensure all compliance paperwork is complete and in order
  • Overseeing changes to and implementing chosen investment strategies
  • Establish strong client relationships

Skills and experience required:

  • Certificate of Financial Planning (or equivalent) and or working towards a diploma
  • Financial administration experience or small amount of Paraplanning experience currently studying /working towards a qualification
  • Good report writing skills
  • Excellent attention to detail and accuracy
  • In-depth understanding of compliance
  • Priortise and plan own workload

Salary and benefits:

  • £25,000
  • Structured bonus scheme
  • 20 days annual leave plus 8 bank holidays (increases annually)
  • Company Pension (2.5% / 2.5%)
  • Death in Service x 2