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Trainee Paraplanner

2 weeks ago

Sheffield, United Kingdom Tempest Jones Full time

**Trainee Paraplanner**

**(Full training and study support to obtain Diploma in Financial Planning provided)**

A fantastic opportunity has arisen for a Trainee Paraplanner to join a firm of financial planners who specialise in giving advice to individuals and corporate entities on a wide range of financial planning topics such as pensions, investments and protectionas well as advising on investment management.

You will join a dynamic team who work together to support a team of busy holistic financial planners.

Full and thorough training wll be provided so no previous experience in paraplanning is required.

**The role**

**Core tasks will involve**:

- Assessing fact find documentation, attitude to risk questionnaire and advisor proposals, assimilating information to allow a robust financial plan to be put into place.
- Conducting fund and product provider research, analysing data and making comparisons in relation to investments, pensions and protection.
- Creating suitability reports justifying each piece of advice in great detail but in terms that are understandable and clear to the client.

FULL TRAINING WILL BE PROVIDED.

**Requirements**:
In return a competitive salary will be on offer along with study support to Diploma, Chartered and beyond, there will also be longer term development and succession opportunities along with the chance to work in an energetic and friendly supportive team.

IFA Administrator, Paraplanner, financial services administrator, wealth administrator, suitability report