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Trainee Paraplanner / Part-Qualified Paraplanner / Financial Services Administrator
Are you looking to build a career in financial planning? Whether you’re a Financial Services Administrator looking for progression, a Part-Qualified Paraplanner, or a Trainee Paraplanner, this role offers an excellent opportunity to develop your skills in a supportive, professional environment.
We are a highly regarded financial planning firm, looking for an ambitious individual to join our team. This role will provide exposure to paraplanning responsibilities while also covering a range of administrative tasks to support advisers and ensure a seamless client experience.
The Role
You’ll work closely with Advisers, Paraplanners, and the Operations Team, ensuring all client interactions and financial planning processes run smoothly.
Key Responsibilities:
? Assist in researching and analysing financial products and client strategies.
? Support the preparation of suitability reports and cash flow models.
? Maintain accurate client records and ensure all documentation is up to date.
? Liaise with providers and third parties to obtain relevant policy information.
? Help organise and prepare materials for client meetings.
? Ensure compliance with regulatory requirements and internal policies.
? Provide general administrative support to the financial planning team.
What We’re Looking For
?? Experience in financial services administration, paraplanning, or a similar role.
?? Working towards Diploma in Financial Planning (or keen to start/continue studying).
?? Strong organisational skills with excellent attention to detail.
?? Ability to work efficiently in a fast-paced environment.
?? Strong communication skills and a client-focused mindset.
?? A proactive approach to problem-solving and improving processes.
This is a fantastic opportunity to grow within a firm that values career development. If you're looking for a role that offers training, professional progression, and the chance to work in a highly respected financial planning team, let's have a chat.
