Financial Planner Trainee Opportunity
14 hours ago
We are looking for an experienced Paraplanner to join our dynamic team and embark on a journey towards becoming a Financial Planner. This role offers a path for career progression and professional development.
About the JobThe successful candidate will work collaboratively with our team of Financial Planners and colleagues to deliver exceptional client service. As a Paraplanner, you will be responsible for preparing recommendations, producing suitability reports, and maintaining client records. Your expertise and skills will be honed through hands-on experience, and you will have the opportunity to assist and observe Financial Planners as you develop towards providing financial advice.
Key Responsibilities- Collaborate with Financial Planners to discuss client objectives and recommendations
- Conduct tax planning calculations and assess provider communications
- Utilise investment and product research systems like Voyant and FE Analytics
- Prepare written recommendations and maintain client files
- Liaise with the admin team and Financial Planners to ensure accurate implementation of recommendations
- Perform cash flow planning analysis
- Comprehensive training program to develop skills and knowledge
- Ongoing support and guidance from experienced Financial Planners
- Opportunity to attend industry events and conferences
- Diploma level 4 qualification with previous paraplanning experience
- Experience with pension transfers, tax planning, and investment planning for High-Net-Worth clients
- Strong understanding of markets, asset types, and investment risks
- Proficiency in desktop applications (Microsoft Word, Excel, Outlook)
- Experience with Intelligent Office preferred
This role offers a competitive salary range of £40,000 - £50,000 per annum, as well as opportunities for professional development and career growth. If you are a motivated and ambitious individual looking to advance your career, we invite you to apply.
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