Trainee Paraplanner

Job Title: Trainee Paraplanner

Industry: Financial Planning

Location: Solihull

Salary: £25,000 – £35,000 (negotiable)

Job Reference: 9906

Job Description:

Recruit UK is working on an excellent opportunity for a Trainee Paraplanner to join a well-established and prestigious financial planning company, in Solihull.

This is an exciting opportunity to join a successful and well-regarded financial planning company. They specialize in providing advice to a niche area of professionals and have solid relationships with all of their clients, providing their clients with long-term support and advice. They pride themselves on their expertise in their field and the quality and service they can offer their clients.

They are now seeking a new trainee paraplanner to join the existing team due to growth. You will be working alongside two other paraplanners, providing support to a number of advisers, with a mix of both complex and basic advice. This could involve investment analysis, ISAs, complex investments, pensions, inheritance tax planning, and more.

They utilize FE Analytics, Intelligent Office, Novia, Embark, Octopus, VCTs, Royal London, and more. You’ll initially be working in a pool of paraplanner’s however the focus, in the long run, is to work 1:1 more closely with one of the advisers….