At a Glance
- Tasks: Support financial advisers and develop your skills in paraplanning.
- Company: Award-winning financial planning firm with a supportive culture.
- Benefits: Competitive salary, full study support, and structured career path.
- Other info: Join a friendly team in modern Bristol offices with great growth opportunities.
- Why this job: Kickstart your career in finance with hands-on mentoring and professional qualifications.
- Qualifications: Experience in IFA administration and a passion for financial planning.
The predicted salary is between 40000 - 45000 £ per year.
- Trainee Paraplanner
- Bristol Competitive Salary + Full Study Support
- Are you an experienced
IFA Administrator looking to take the next step towards becoming a Paraplanner?
Have you already started progression to your Level 4 Diploma (or are you planning to) and want to join a business that will genuinely invest in your development?
We're working with a highly respected, award-winning Financial Planning firm looking to recruit a
Trainee Paraplanner to join their growing team.
This is an outstanding opportunity to build on your administration experience while receiving hands on mentoring, full paraplanning training and ongoing support towards achieving your professional qualifications.
What's on Offer?
- Full study support for CII qualifications
- Structured career path to become a fully qualified Paraplanner
- Mentoring from experienced Advisers and Paraplanners
- Friendly, collaborative team culture
- Modern offices in Bristol
- Competitive salary and excellent benefits
The Role
Working closely with experienced Financial Advisers and Paraplanners, you'll gradually develop your technical knowledge and take on increasing responsibility, including:
- Conducting product and provider research.
- Preparing suitability reports and recommendation packs.
- Supporting advisers with financial planning reports.
- Maintaining accurate client records and ensuring FCA compliance.
- Liaising with providers and clients to gather information.
- Assisting with pensions, investments and protection cases.
- Developing your technical knowledge through structured learning and professional qualifications.
What We're Looking For
- Previous experience working within an
IFA or Financial Planning practice in an Administration or Client Support role.
- A good understanding of pensions, investments and financial planning processes.
- Ideally studying towards your Level 4 qualification
- Excellent attention to detail and strong organisational skills.
- Confident communication skills with a genuine passion for financial planning.
- A proactive attitude and eagerness to learn.
This is an excellent opportunity for someone who wants to move beyond administration and build a long-term career in paraplanning with a firm that is committed to your development every step of the way.
If you're ambitious, eager to learn and ready for the next stage in your financial services career, we'd love to hear from you.
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Trainee Paraplanner employer: CAP Resourcing LTD
Join a highly respected Independent Financial Advisory practice in Bristol, where you'll benefit from excellent mentoring and genuine career progression as you work towards becoming a Financial Planner. Our supportive work culture fosters growth and development, offering a competitive salary with bonuses, making it an ideal environment for ambitious individuals eager to deliver exceptional client service.
