At a Glance
- Tasks: Support financial Advisers with research and report preparation while developing your skills.
- Company: Respected financial adviser firm in Harrogate with a focus on career development.
- Benefits: Salary up to £30,000, full training, study support, and genuine career progression.
- Other info: Join a supportive team dedicated to nurturing the next generation of Paraplanners.
- Why this job: Kickstart your career in financial planning with hands-on experience and mentorship.
- Qualifications: Experience in financial services and strong communication skills are essential.
The predicted salary is between 28000 - 33000 £ per year.
NJR Recruitment is delighted to be working with a well‑established and highly respected Financial Adviser firm in Harrogate that is looking to recruit a Trainee Paraplanner to join its growing team. This is an excellent opportunity for an ambitious individual looking to develop a long‑term career within financial planning.
Whether you are currently working as an IFA Administrator, have gained experience within financial services, or have recently completed relevant financial planning qualifications, this role offers a clear pathway into paraplanning. You will work closely with experienced Advisers and Paraplanners, receiving full training and support while developing your technical knowledge and report‑writing skills.
The Role
- Supporting Advisers and Paraplanners with financial planning research
- Gathering client information, provider data, valuations and illustrations
- Assisting with the preparation of suitability reports and recommendation letters
- Preparing client review packs and meeting documentation
- Conducting product and provider research
- Liaising with clients, providers and product platforms
- Processing new business and monitoring cases through to completion
- Maintaining accurate client records and back‑office systems
- Assisting with cashflow modelling and financial planning analysis as your experience develops
About You
- Previous experience within an IFA, wealth management or financial services environment is essential
- Excellent attention to detail and analytical skills
- Strong written and verbal communication skills
- Professional and organised approach to work
- A desire to build a long‑term career within paraplanning and financial planning
- Progress towards the Level 4 Diploma in Financial Planning would be beneficial but is not essential
What's on Offer
- Salary up to £30,000
- Full training and mentoring from experienced professionals
- Study support towards professional qualifications
- Genuine career progression into a fully‑fledged Paraplanner role
- Exposure to a wide range of pensions, investments and protection cases
- Supportive and collaborative working environment
- Long‑term career development opportunities
This is a fantastic opportunity to join a professional financial planning firm that is committed to developing the next generation of Paraplanners.
Trainee Paraplanner in Harrogate employer: NJR Recruitment
Join a well-established financial adviser firm in Harrogate that prioritises employee growth and development. With a supportive and collaborative work culture, you will receive full training and mentoring from experienced professionals, alongside study support for professional qualifications, ensuring a clear pathway to a successful career in paraplanning. This is an excellent opportunity for those seeking meaningful employment in a dynamic environment committed to nurturing the next generation of financial planners.
