Trainee Paraplanner

We are currently looking for a Trainee Paraplanner to join our clients, a highly successful Independent Financial Practice with a team of advisers who have a wealth of experience. This is a unique opportunity to learn from seasoned professionals, gain hands-on experience and embark on a journey towards becoming a proficient paraplanner.  Our clients offer a clear career path with excellent progression opportunities in a friendly environment alongside experienced advisers. The successful candidate must have experience working as a Financial Administrator or Paraplanner within a Financial Advisors. Working hours: Full Time Hybrid-working basis (Monday to Thursday in the office & Friday WFH) The successful Trainee Paraplanner will be offered: Basic Salary up to £36,000 25 days plus bank holidays Free Parking To be considered for the role of Trainee Paraplanner, you must have Previous administrative experience working within a Financial Advisors, either within Financial Administrator or Paraplanner role. Organised and efficient with excellent attention to detail  Ability to prioritise and be proactive.  Strong analytical and numerical skills Strong IT skills, specifically in Microsoft Word, Excel and Outlook Trainee Paraplanner responsibilities: Preparing analysis of the client’s existing portfolio Provision of technical support to Advisers Working closely with the Adviser to research and formulate appropriate advice. Preparation of Recommendation Reports and supplementary documentation Adherence to compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs