Trainee Paraplanner

Are you looking to take the next step in your financial services career? Do you have a keen eye for detail, excellent organisational skills and a desire to develop your knowledge of financial planning?

We are working with an established Independent Financial Adviser (IFA) firm based in South Woodham Ferrers, looking to recruit a motivated and enthusiastic Trainee Paraplanner to join their team.

This is an excellent opportunity for someone with at least six months of financial services experience who is keen to build a long-term career within financial planning and receive hands-on training and development.

The Role

As a Trainee Paraplanner, you will work closely with financial advisers and the wider support team to help deliver a high standard of service to clients.

Your responsibilities will include:

• Supporting financial advisers with client research and report preparation.
• Assisting with the preparation of suitability reports and financial planning documentation.
• Gathering and reviewing client information to support the advice process.
• Liaising with providers and third parties to obtain relevant information.
• Maintaining accurate client records and ensuring documentation is up to date.
• Supporting the team with general administrative duties relating to financial planning.
• Developing your technical knowledge of financial products, investments, pensions and protection.

About You

We are looking for someone who is enthusiastic, organised and eager to learn, with a genuine interest in developing a career in financial planning.

To be considered for this role, you will need:

• At least six months of experience within financial services .
• Strong attention to detail and good organisational skills.
• Excellent written and verbal communication skills.
• Good IT skills and confidence working with documents and data.
• A proactive attitude and willingness to learn.
• The ability to work independently while also contributing to a team.

Previous paraplanning experience is not essential, as full training and support will be provided. An interest in working towards relevant financial planning qualifications would also be advantageous.

What's on Offer?

Starting salary of £25,000 per annum .

• The opportunity to develop a career in paraplanning.
• Hands-on training and support from experienced financial professionals.
• Exposure to a broad range of financial planning activities.
• The opportunity to grow your knowledge and progress within the financial services industry.
• A supportive team environment within an independent financial advice firm.

Interested? If you have at least six months of financial services experience and are ready to take the next step in your career, we would love to hear from you.

Apply today to find out more about this exciting opportunity in South Woodham Ferrers.