Job Description
Trainee Paraplanner
Location - Sutton Coldfield
Salary up to £35,000
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, investment, pension, IHT and estates, and protection cases. 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. This role is also open to individuals who are keen to get into the industry and build a career in financial planning.
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 £35,000 DOE
- Study support to complete Level 4 diploma in Financial Planning
- 1pm finishes on Fridays
- Strong benefits package
If you are interested in the Trainee Paraplanner Position then apply today and one of our consultants will be in touch within 24 hours.
Trainee Paraplanner, IFA Administrator, Research Analyst, Financial Planning, Financial Services, Wealth Management
Trainee Paraplanner in Sutton Coldfield employer: WEALTHLINK RECRUITMENT LTD
As a Chartered Financial Adviser in Birmingham, you will thrive in a dynamic work culture that prioritises collaboration and client-centric service. With a competitive salary, robust benefits package, and opportunities for professional growth, our firm is dedicated to supporting your career while ensuring you deliver exceptional financial planning strategies tailored to each client's unique needs. Join us to be part of a team that values long-term relationships and empowers you to make a meaningful impact in clients' lives.
Contact Details:
WEALTHLINK RECRUITMENT LTD Recruitment Team
