At a Glance
- Tasks: Prepare client documentation and attend meetings while learning from experienced paraplanners.
- Company: Boutique Independent Financial Adviser with a supportive training culture.
- Benefits: Salary up to £32,000, study support, hybrid work, and annual bonuses.
- Other info: Flexible working hours and a strong benefits package for career growth.
- Why this job: Kickstart your career in financial planning with hands-on experience and professional development.
- Qualifications: Experience as an IFA Administrator or some paraplanning knowledge preferred.
The predicted salary is between 32000 - 32000 £ per year.
Location - Kimbolton, Cambridgeshire
Salary up to £32,000
Full Time, Permanent
We are working with a Boutique Independent Financial Adviser who are looking to bring on a Trainee Paraplanner. In the role you will work in a pod with experienced paraplanners on a wide range of financial planning cases. A full training and development programme will be put in place. This is a great role for an experienced IFA Administrator or someone with some paraplanning experience that wants to kick on and become a fully diploma qualified Paraplanner.
Key duties of the Trainee Paraplanner:
- Preparing documentation for client review meetings
- Attending and minuting client and prospect meetings
- Production of Suitability Reports for existing clients covering for example pension draw and contributions, pension transfers, fund switches, bond assignments and surrenders. There is also occasionally a need to recommend protection products.
- Producing full planning reports for new clients.
- Liaising with our Investment Team to communicate changes to client plans which impact on the investment strategy.
- Cashflow Modelling
- Ad hoc Administration duties
What's on offer?
- Salary up to £32,000 DOE
- Study support to complete Level 4 diploma in Financial Planning
- Hybrid work (2 days a week from home)
- 35 hour working week with flexi starts (8-4 or 9-5)
- Annual bonus up to 10%
- Strong benefits package
Trainee Paraplanner in Huntingdon employer: WEALTHLINK RECRUITMENT LTD
Join a dynamic and supportive team in Kimbolton, where our Boutique Independent Financial Adviser prioritises employee growth and development. As a Trainee Paraplanner, you'll benefit from a comprehensive training programme, flexible working arrangements, and a strong benefits package, all while working alongside experienced professionals who are dedicated to your success in the financial planning industry.
Contact Details:
WEALTHLINK RECRUITMENT LTD Recruitment Team
