18 trainee paraplanner jobs found

Role: Trainee Paraplanner Location: Rossendale Salary: £20-30k (depending on experience) Hours: 8.30-5 (Monday to Friday) Our client is a prestigious financial services practice looking for a Paraplanner to join their expanding team in Rossendale. This is a great opportunity for someone who is looking to progress their career within financial services. You will be put through your RO exams and given ½ day each week for study time. This role would be well suited to someone from a banking background or an IFA administrator looking to take the next step in their career. Reporting to the Practice Manager, as a trainee Paraplanner your role will include: * Preparing and maintaining client files; o Completing the CRF fully and correctly on I-Business o Ensuring all hard facts are provided o Recording details correctly * Preparing recommendations; o Generating and completing Comparison Reports, Illustrations on I-Business o Understand when Calculators are...

Trainee Paraplanner Amazing opportunity for a bright graduate (or equivalent) looking for a career in Financial Services with the additional opportunity to undertake financially supported professional qualifications. Great benefits package 35 hour week Monday WFH Main Purpose & Scope of the Job Working closely with Financial Advisors and experienced Paraplanners to provide support in the financial planning and investment management process. This role is an excellent opportunity to gain hands-on experience in the financial services industry and progress toward becoming a fully qualified paraplanner. Helping to evolve the processes of client onboarding and the management of client information. Assisting clients over the phone, face to face or through other communication mediums. Helping to manage general office procedures to ensure processes and duties in the office flow efficiently. Main Responsibilities/Accountabilities Client Acquisition Assist in collecting and...

Trainee Paraplanner/ Junior Paraplanner/ Report Writer/ Paraplanner/ IFA Administrator/ Senior IFA Administrator Location: Birmingham Salary: Up to £32,000 Dependant on Experience Duration: Permenent, Full Time, Hybrid We are working with an established National IFA who are looking to bring on a remote Trainee Paraplanner to conduct report writing, research and administration support. As a Trainee Paraplanner your key responsibilities will include: * To log and manage paraplanning requests from advisers. * To provide paraplanning support predominantly for basic new business such as individual protection, ISA and GIA investment contributions and replacement business and pension contributions, progressing over time to include more complex new business such as pension drawdown, investment bonds and esoteric investments. * To assist Pension Switch Team as needed. * To ensure the adviser has sufficient know your client information recorded within the back-office...

Trainee Paraplanner Location Solihull Salary; £30, 000 - £35,000 Duration: Permanent, Full Time The Role We are working with a small IFA based in the heart of Solihull who are looking to grow and bring on a Trainee Paraplanner The individual must be driven and capable, keen to write reports and develop a career path in the future towards Financial adviser. In the role you will work as a team to provide timely and efficient support to the Financial Advisers and the wider business. Predominantly working with one individual adviser. Key Duties as Trainee Paraplanner: * To provide efficient administrative support to IFAs and paraplanners * To be a point of contact for clients, new business, life offices and third parties * Maintain administration systems and ensure client data and Mi is accurate and up to date * Manage Letters of Authority (LOA requests) timely and efficiently with providers * Booking client meetings and managing client servicing...

My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients. The main purpose of the role is: * To provide a highly technical service to our team of advisers in order to provide the clients with a positive professional experience. * To provide report writing support including the production of suitability reports for reviews and new business based on client needs. * To assist the Paraplanning Manager to log incoming projects and to maintain up to date report templates. * The significant majority of reports you will be involved with will be for High Net Worth/complex client situations. Your day to day...

My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are....

Job Opportunity: Paraplanner Location: Market Harborough Salary: £25,000 - £35,000 per year (Depending on Qualifications and Experience) Job Type: Full-time Shift and Schedule: Flexitime, Monday to Friday Benefits: * Company pension * Flexitime * Free parking * Private medical insurance We are working with a dynamic wealth management firm providing holistic Financial Advice to individuals and businesses globally. They are one of the top five fastest-growing wealth management firms in the country, committed to maintaining a supportive and progressive work environment. The Role: Are you a Junior or Trainee Paraplanner looking for your next career move? We are seeking a motivated Paraplanner to join our dynamic and friendly team. In this role, you will provide comprehensive technical support to the Business Owner and 2-3 Wealth Managers. Your responsibilities will include meeting preparation, report writing, and ensuring compliance with industry regulations....

Junior Paraplanner Manchester £23,000 - 26,000 (depending on experience) Monday to Friday A growing wealth management practice are looking to add a Junior / Trainee Paraplanner to their adviser support team. Junior Paraplanner Key Responsibilities * Processing new business * Preparing client meeting review packs * Dealing with client enquiries / queries * Fund switches / withdrawals * Liaising with product providers * Providing an exemplary service to clients at all times The role will be fully office based during training before moving to 1 working day from home. Once settled in and trained up, this can be altered to balance out more working from home days. Junior Paraplanner Benefits * Employer pension contribution 5% with member contributions of minimum of 3% * 25 days holidays plus bank holidays + Birthday as additional days holiday * Flexible working hours * 10 days paid sick pay What next? Apply today to be considered for this Junior...

Recruit Wealth are representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for an experienced Administrator to join their Bracknell team/office. Our client is a modern, highly ethical and rewarding employer. They deal with individuals/private clients relating to their pensions, investments and working towards ensuring financial security with their expert advice and guidance. This is a hands on Administration role, working alongside experienced team members of Paraplanners and Financial Advisers. Overview of the role is detailed below: * Preparation of correspondence including letters and emails * Ensuring appropriate documentation is scanned and attached to the relevant client records * Maintaining all administration systems, ensuring all client data is accurate and up to date * Composing letters of authorities and chasing providers for the relevant policy information * Build relationships with clients and interact...

Role: Paraplanner Location: Oxford (2 days a week) Salary: £40,000 - £45,000 Are you a Paraplanner seeking a new opportunity in Oxford? Our client is looking for a qualified Paraplanner to join their friendly, welcoming team in the Oxford office. You will have the opportunity to join a Chartered company that has been established for more than 40 years and is ranked in the Top10 Financial Advisers for 2023. You will provide technical support to several Advisers who work with high-net worth clients. Company benefits include but are not limited to: Flexible Working, Annual Bonus & Salary Reviews, Private Medical Insurance, Medicash Plan, Life Assurance, Group Income Protection Scheme, Holiday Purchase Scheme. Paraplanner Role Responsibilities Include: * Suitability report writing & research on behalf of the Planner * Provide illustrations to support these reports * Technically validate the work of Planners * Build strong client relationships, and...

Role: Trainee Financial Administrator Location: Goudhurst, Cranbrook *Must be able to drive due to rural location* Salary: £22,500pa Benefits: Bonus scheme, Pension scheme, 20 days annual leave, medical insurance (after 1 years` service) and opportunity to study to become an Accountant / Paraplanner alongside the company! Brook Street are proud to be recruiting on behalf of a well-established and growing financial firm based in Kent. A fantastic opportunity has arisen for a Trainee Financial Administrator to join their team; providing the Financial Planners with administrative support to service client's needs around financial advice and ensuring that service is a top-class standard. There is opportunity to progress within the company, study for Level 4 Diploma and the pathway to Paraplanner role! Responsibilities: * Conducting research, analysing data, preparing reports. * Providing technical support on areas to aid clients meet financial goals. * Ensure...

We are currently recruiting for a Junior Paraplanner to join an organisation that has seen rapid growth over the past 5 years and who are now looking to add new talent to their team. The successful candidate will report into the Senior Paraplanner and will work accurately and efficiently to support the Financial Planning team to enable the achievement of targets and business growth. This will be a busy and varied position and there will be opportunities for progressions as the company grows. Applications are welcome from Wealth Management Administrators who may already be completing aspects of the paraplanner role. Salary: £25,000 - £35,000 dependent on experience Bonus scheme 20 days annual leave + 8 bank holidays Study support for CII Diploma in financial planning Pension Flexitime working On-site parking Please note that this is an office-based role. Duties and responsibilities: Identifying and obtaining necessary client information to prepare required...

Role: Trainee Financial Administrator Location: Goudhurst, Cranbrook *Must be able to drive due to rural location* Salary: £22,500pa Benefits: Bonus scheme, Pension scheme, 20 days annual leave, medical insurance (after 1 years` service) and opportunity to study to become an Accountant / Paraplanner alongside the company! Brook Street are proud to be recruiting on behalf of a well-established and growing financial firm based in Kent. A fantastic opportunity has arisen for a Trainee Financial Administrator to join their team; providing the Financial Planners with administrative support to service client's needs around financial advice and ensuring that service is a top-class standard. There is opportunity to progress within the company, study for Level 4 Diploma and the pathway to Paraplanner role! Responsibilities: * Conducting research, analysing data, preparing reports. * Providing technical support on areas to aid clients meet financial goals. * Ensure...

Are you an adviser who writes your own suitability reports or an experienced, level 4 qualified Paraplanner interested in combining that with delivery of advice and take your role to the next level? Idex consulting are looking for someone who is passionate about great client service to join this Large IFA. If you would like a role that combines advice and paraplanning/suitability report writing for an established portfolio of clients I want to hear from you. The role: The Trainee Adviser helps to execute the delivery of the Regional Business plan through great financial planning and service to clients whilst adhering to the relevant regulatory and governance requirements and giving due consideration to internal and external business risks You will undertake broad financial planning ensuring each client's goals are fully understood and the most appropriate solution offered Over the course of the first year you will then be given clients to manage whilst still...

My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: * Meet potential new clients to ascertain their current and future financial planning needs * Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures * Introduce clients to the wider support team of the business * Maintain the existing HNW client book and retain excisting clients * Building and maintaining a strong network of professional connections * Identify and make suggestions to the...

Head of Paraplanning - Market Harborough, UK Benefits: * Company pension * Flexitime * On-site parking * Robust bonus structure to reward your hard work. * Exam support and clear pathways for career progression. * Modern and inviting offices that foster collaborative work A dynamic and rapidly growing wealth management firm, currently ranking among the top five fastest-growing firms in the country. As part of our ambitious expansion plans, we are seeking an ambitious and driven individual to join us as the Head of Paraplanning. This role will be integral to our leadership team, responsible for managing a team of Paraplanners and Trainee Wealth Managers, driving operational efficiency, and ensuring the highest standards of client service. Key Responsibilities: * Complex suitability report writing, covering drawdown, tax-free cash, and inheritance tax advice. * Collaborating with the Managing Director for technical meeting preparation and fund analysis. *...

A Chartered Financial Planning firm specialising in providing advice on Pensions, Investments, Inheritance Tax planning and Wealth Management are looking for an ambitious individual to join their support team. Their goal is to create solutions to help clients truly understand their finances, enabling them to make better informed decisions and supporting them along their journey. They take the care and time to listen to your needs to ensure that any advice they offer is bespoke. The Opportunity They are looking for an IFA Administrator / Junior Paraplanner to join the team. They are ideally looking for someone with some experience of paraplanning, but are also willing to train the right person. As an IFA Administrator / Junior Paraplanner, you will be responsible for a range of tasks, including: * Updating client records * Preparing financial reports * Producing cash flow models * Conducting research on financial products and services * Providing administrative...

We are excited to be working with a dynamic wealth management firm to assist in their recruitment for a Head of Paraplanning. The organisation has seen rapid growth over the past 5 years and are now seeking a highly ambitious and driven individual to join them and contribute to their future growth plans. The successful candidate will be reporting into the Operations Director and will mentor and develop a small team of paraplanners and Trainee Wealth Managers as well as being very 'hands on' to contribute to the overall success of the paraplanning team and business. This will be a busy and varied position and there will be opportunities for progressions as the company grows. Salary and benefits: £35,000 - £42,000 Bonus scheme 20 days annual leave + 8 bank holidays Study support for CII diploma in financial planning Pension Flexitime working On-site parking Please note that this is an office-based role Duties and responsibilities: Complex suitability report...