Trainee Paraplanner

This is a fantastic opportunity for an experienced financial planning administrator to take on an important role in our recently established business, that is built on very solid foundations. Our director, Adam Downes, is a highly experienced Chartered FinancialPlanner. As well as working closely with Adam, you will be working with Chloe Phillips, a Chartered Financial Planner and a co-founder of The Paraplanning Club.

The natural career path is to progress towards a Senior Paraplanner role, but this is not set in stone as we want you to be able to follow the career path that you’re passionate about (for example you could also work towards becoming a Financial Planner).

We’ll reward you with a competitive salary, excellent benefits, and all the support and training you need to help you progress your career with us, as we continue to expand.

**Requirements of the Role**
- Help manage the client journey from start to finish in a timely and compliant manner, showing understanding and compassion towards our clients at all times.
- Process, submit and record all business, ensuring appropriate systems are kept up to date.
- Help the advisers prepare for client meetings as required, ensuring all necessary documentation is available to them and recorded accurately.
- Research and information gathering to assist the advisers with their work.
- Complete suitability reports and financial plans for our existing client base, as well as our new clients.