At a Glance
- Tasks: Assist with client research, financial planning reports, and support experienced Paraplanners.
- Company: Fast-growing financial planning firm dedicated to developing talent.
- Benefits: Competitive salary, full study support, structured career development, and excellent pension package.
- Other info: Long-term career progression opportunities with exposure to complex financial cases.
- Why this job: Gain hands-on training and mentorship while building a successful career in wealth management.
- Qualifications: Strong attention to detail, communication skills, and a genuine interest in financial planning.
The predicted salary is between 25000 - 32000 £ per year.
Are you looking to build a long-term career in financial planning? Our client, a highly respected and super-fast growing financial planning firm, is seeking an ambitious Trainee Paraplanner to join its established team. This is an excellent opportunity for someone looking to develop their technical knowledge, gain professional qualifications and build a successful career within wealth management.
The successful candidate will receive hands-on training, mentorship from experienced team members and exposure to a wide range of financial planning areas including investments, pensions, retirement planning and estate planning. This opportunity would suit someone currently working within financial services administration, IFA client services and looking to take the next step in their career as a Paraplanner.
The Opportunity
Working closely with Financial Planners and experienced Paraplanners, you will gain valuable experience across the full financial planning process while developing the skills required to progress into a fully qualified Paraplanner role. Key responsibilities will include:
- Assisting with client research and analysis
- Supporting cashflow modelling and financial planning reports
- Preparing client review documentation and meeting packs
- Gathering and maintaining client information
- Liaising with providers and investment platforms
- Assisting with suitability reports and recommendations
- Supporting Financial Planners with ongoing client reviews
- Maintaining accurate records and ensuring regulatory compliance
What's on Offer?
- Competitive salary
- Full study support towards professional qualifications, Diploma Level 4
- Structured career development
- Ongoing mentoring from experienced team
- Exposure to complex financial planning cases
- Excellent pension and wider benefits package
- Genuine long-term career progression opportunities
Candidate Requirements
- Strong attention to detail
- Excellent written and verbal communication skills
- Good analytical and problem-solving abilities
- Strong organisational skills
- A genuine interest in financial planning and wealth management
Desirable
- Existing experience within financial services, pensions, investments, mortgages
- Some progress towards the CII Diploma in Financial Planning
- Knowledge of financial planning processes and products
Why Apply?
This is an excellent opportunity to join a well-established, national financial planning business that is committed to developing talent and investing in long-term careers. You'll be supported by experienced professionals, encouraged to develop your technical expertise and given a clear pathway towards becoming a qualified Paraplanner and beyond.
Trainee Paraplanner in Kettering employer: Recruit Wealth
Join a highly respected and rapidly growing financial planning firm that prioritises employee development and career progression. As a Trainee Paraplanner, you will benefit from comprehensive study support, hands-on training, and mentorship from seasoned professionals, all within a collaborative and dynamic work culture. This role offers a unique opportunity to gain exposure to diverse financial planning areas while building a meaningful and rewarding career in wealth management.
