Trainee Paraplanner
1 month ago
Take the Next Step in Your Paraplanning Career as a Trainee Paraplanner
Are you an aspiring paraplanner looking to advance your career within a client-centric, independent financial planning firm? Join a boutique wealth management firm known for delivering bespoke financial advice to a select high-net-worth client base, specialising in pensions, investments, and estate planning.
Why This Role?
- Work closely with experienced Financial Advisers in a collaborative, small-firm environment.
- Get involved in a variety of tasks, from report writing and cashflow modelling to in-depth research and documentation processing.
- Enjoy the opportunity to deepen your expertise in financial planning while making a tangible impact on the firm’s high-net-worth clients.
Key Responsibilities:
- Prepare financial reports and assist in crafting advice documentation.
- Conduct thorough research to support pension, investment, and estate planning.
- Aid with cashflow modelling and maintaining client records on back-office systems.
- Provide ongoing support to the Financial Adviser, with some administrative tasks as needed.
Your Skills & Experience:
- Proficiency in Microsoft Office Suite.
- Ideally, experience with systems like Quilter, Intelligent Office (iO), FinCalc, and O&M.
- Strong attention to detail and organisational skills.
- A solid understanding of financial planning concepts.
- Excellent communication and teamwork abilities.
If you’re already on your path in the wealth management industry and are seeking a role that offers both growth and the chance to work closely with high-net-worth clients, apply today to advance your career as a Trainee Paraplanner.
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