Junior Paraplanner / Trainee Paraplanner
Location: Leatherhead
Salary: Dependent on experience - £33,000 - £42,000
The Opportunity
We're working with a boutique, highly established financial planning practice looking to appoint a Junior Paraplanner to work closely alongside the Adviser, attend his meetings, and become a key part of the client journey.
Are you a Junior Paraplanner looking for a role where you can really develop your technical and client-facing skills?
Or perhaps you're an experienced IFA Administrator who has started getting involved elements of paraplanning, and is now ready to take that next step?
If so – this opportunity could be for you…
The Company
This is a boutique practice with a small, highly experienced team consisting of the Adviser, Practice Manager/Administrator and an existing Report Writer.
The Adviser works with around 80 high-net-worth households, where they focus on building long-term relationships and delivering highly personalised, holistic financial planning.
The existing administration and report writing functions are well established, meaning you'll have excellent support around you while developing your own paraplanning and client-facing skills.
The Role
You'll work alongside the Adviser, with the opportunity to attend client meetings, get to know and understand their objectives first-hand, and collaborate with the adviser to build their financial plan.
Your role will include:
- Attending client meetings alongside the Adviser
- Building relationships with high-net-worth clients
- Collaborating with the Adviser to develop holistic financial plans.
- Conducting technical research and analysis.
- Preparing cash flow models and supporting financial planning discussions.
- Writing suitability reports and other client documentation.
- Working closely with the existing Report Writer and Practice Manager/Administrator for guidance and support.
Client meetings are a mixture of face-to-face appointments across London and the surrounding counties, Teams meetings and appointments at the firm's modern offices.
What They're Looking For
- Some experience within an IFA, wealth management or financial planning environment.
- Junior Paraplanning experience, or IFA Administration experience with exposure to report writing and some paraplanning.
- Ideally working towards Level 4 Diploma, with exams already completed.
- Strong interest in developing as a Technical Paraplanner and full encouragement of development into an adviser if desired.
- Someone personable and confident who would enjoy becoming involved with clients.
- A genuine desire to learn and work closely with an experienced Adviser.
Progression & Development
You'll receive full mentorship and training across all aspects of paraplanning, alongside full exam support towards the Diploma and Chartered qualifications.
For someone who ultimately wants to become a Financial Adviser, the firm is also happy to provide full support and a clear pathway towards advice. The client-facing nature of the role means you'll have the opportunity to build the skills, knowledge and relationships needed to make that progression in the future.
What's on Offer
As well as the mentorship, development opportunities, full admin support and client facing opportunities on offer - you will also benefit from
- Discretionary bonus scheme.
- Modern office facilities.
- 25 days holiday
If you're a Junior Paraplanner, or an Administrator with some technical and report writing exposure, and you're looking for an opportunity where you can learn directly from an Adviser, work with clients and develop towards either a senior paraplanning or advisory career, this could be a fantastic next step.
Contact Details:
Cranleigh Personnel Careers Recruitment Team
