At a Glance
- Tasks: Support experienced advisers while developing your financial planning skills.
- Company: Expanding Independent Financial Advice firm in Harrow.
- Benefits: Up to £38,000 salary, full study support, and hybrid working.
- Other info: Great work-life balance and long-term progression opportunities.
- Why this job: Kickstart your career with structured training and mentoring in paraplanning.
- Qualifications: Experience as an IFA Administrator or studying towards Level 4 Diploma.
The predicted salary is between 35000 - 38000 £ per year.
A successful and expanding Independent Financial Advice firm in Harrow is seeking a Trainee Paraplanner to join its growing team.
This is an outstanding opportunity for an experienced IFA Administrator who is studying towards the Level 4 Diploma, or someone looking to take the next step into paraplanning with full training, mentoring and career development.
The Role Working closely with experienced advisers and paraplanners, you'll develop your technical knowledge while supporting the delivery of high-quality financial planning advice.
Key Responsibilities Assisting with research across pensions, investments and protection Supporting the preparation of suitability reports and recommendations Gathering client information and analysing financial data Liaising with providers and obtaining policy information Preparing review documentation for client meetings Working alongside advisers throughout the advice process Building technical knowledge through structured training and study Why This Role Stands Out Structured training programme into paraplanning Full study support towards the Level 4 Diploma Mentoring from experienced paraplanners and advisers Hybrid working and excellent work-life balance Long-term progression opportunities, including a future route into adv...
