Paraplanning Trainee

Job Title: Trainee Paraplanner

Job Summary:

We are seeking an experienced Administrator to join our team as a Trainee Paraplanner. The successful candidate will provide administrative support to our financial advisers, ensuring smooth operations within the firm, while also developing their knowledge around Paraplanning duties.

Key Responsibilities:

• Preparation of client packs and issuing appointment notifications
• Managing client data, updating records, and maintaining compliance documentation
• Liaising with clients and third parties to gather necessary information
• Processing new business applications and managing the workflow
• Supporting advisers with diary management, meeting arrangements, and preparation of client-facing documents
• Optimisation of back-office systems and maintaining compliance standards

Benefits:

• Competitive salary
• Support environment for career progression and qualifications within work hours
• Hybrid working and carpool options for people travelling from Bristol
• Ample opportunity to progress within the company into Paraplanning and Advice
• Generous benefits including PMI, pension, and support
• Chartered and Top Rated firm

Requirements:

• Previous experience in a financial planning or IFA environment
• Excellent IT, communication, and organisational skills
• Proficient in using financial advice software
• Strong attention to detail and a proactive approach

We are looking for a motivated and organised individual to join our team. If you have a passion for financial planning and administration, we encourage you to apply.