Trainee Paraplanner

Trainee Paraplanner Opportunity Up to £25,000 We have an exciting opportunity for a Trainee Paraplanner to join a dynamic and professional team of well-established Independent Financial Advisers. This is the perfect role for someone looking to kickstart or further their career in financial services with a forward-thinking, innovative firm that values personal growth and professional development. As a Trainee Paraplanner, you’ll play a key role in supporting advisers and existing paraplanning team. This is a varied and rewarding position ideal for a proactive individual who thrives in a fast-paced, client-focused environment. Supporting experienced Paraplanners and Financial Advisers Attending client review meetings and taking detailed notes Drafting suitability reports based on adviser recommendations Handling client queries and general enquiries Requesting product information and illustrations from providers Submitting and processing new business cases Conducting product and fund research Maintaining accurate and compliant client records Liaising with clients, providers, and introducers We’re looking for someone who is: Driven, organised, and enthusiastic Detail-oriented with strong communication skills A team player with a flexible and methodical approach Committed to gaining further qualifications such as the Diploma in Financial Planning Previous experience in financial services is advantageous but not essential – your attitude and willingness to learn are what matter most. What’s in it for You? Competitive salary: up to £25,000 (based on experience) Financial support toward professional qualifications Generous exam pass bonuses Access to corporate events and on-site gym A collaborative, modern working environment with a focus on career progression #J-18808-Ljbffr