Trainee Paraplanner in Dorking

An award winning private Financial Planning business is in search of a trainee paraplanner to join their thriving Dorking business. Work in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey.

Main Purpose & Scope of the Junior Paraplanner Role: The Trainee Paraplanner will support Financial Advisers and experienced Paraplanners in the delivery of high-quality financial planning and investment advice. This is a development role designed to build knowledge, technical skills, and experience in all aspects of paraplanning, from data gathering and research through to report writing and compliance.

The role involves assisting with the preparation of client files, maintaining accurate records, carrying out product and fund research, and supporting the creation of suitability reports under supervision. The Junior Paraplanner will work closely with advisers, administrators, and compliance staff, gradually taking on more responsibility as knowledge and confidence develop.

The scope of the role includes developing proficiency in financial planning software, gaining an understanding of FCA regulations and internal processes, and working towards professional qualifications with the aim of progressing to a full Paraplanner role.

Duties of the trainee Paraplanner role:

• Support Financial Advisers in collecting and organising financial data (income, expenses, assets, liabilities) and ensure accurate input into the CRM database under supervision.
• Assist in maintaining up-to-date client records in the CRM and contribute to process improvements as skills develop.
• Help with the submission and tracking of applications with providers, escalating any issues as required.
• Assist in reviewing and maintaining client documentation and forms to ensure they remain current.
• Attend client meetings initially in an observational capacity, with the opportunity to contribute technical input as experience develops.

Skills and experience required for the Paraplanner role:

• Strong understanding of financial planning principles, products, and investment solutions, ideally gained through previous paraplanning or financial services experience.
• Familiarity with FCA regulations, compliance requirements, and suitability reporting.
• Experience liaising with clients, advisers, and management to gather information and support the advice process.
• Proficient in the use of financial planning tools, CRM systems, and Microsoft Office (Word, Excel, Outlook, PowerPoint) with strong technical aptitude.
• Experience in producing client reports, cashflow modelling, and product research (desirable).

Skills:

• Strong analytical and problem-solving skills with the ability to interpret complex financial information.
• Excellent organisational skills with a keen eye for accuracy and attention to detail.
• Effective time management and prioritisation skills, with the ability to manage fluctuating workloads and meet deadlines.
• High standard of written, numerical, and verbal communication skills, able to explain technical information clearly.
• Strong interpersonal skills with the ability to build effective working relationships with clients, colleagues, and providers.

Salary and Benefits for the Paraplanner role:

• £28,000 to £30,000
• Annual bonus based on company performance
• Hybrid flexible working structure (1 day per week at home)
• Health cover
• 5% pension contribution
• 25 days holiday (inc. bank holidays)
• 35 hour week

Please apply online or call Mary for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.