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Launch Your Career in Wealth Management as a Trainee Paraplanner
An exceptional opportunity has arisen for a driven individual to join a highly regarded Wealth Management firm as a Trainee Paraplanner. Renowned for its client-centric approach and innovative solutions, the firm prides itself on creating bespoke financial strategies that empower its clients to achieve their life goals. As part of their commitment to nurturing talent, this role provides a unique chance to grow within a supportive and forward-thinking environment.
Salary up to £35,000 &  hybrid working 3 in the office and 2 form home.
At the heart of this firm is a dedication to simplifying financial planning, ensuring that every client benefits from tailored advice delivered with integrity and professionalism. Their collaborative and open culture fosters a shared commitment to excellence, creating an inspiring workplace where every team member has the opportunity to thrive. As a Trainee Paraplanner, you’ll join a team that values creativity, precision, and teamwork, contributing to a business that is as committed to its employees’ success as it is to its clients’.
What’s in It for You?
- Comprehensive Training: Gain hands-on experience, supported by industry experts, and develop the skills needed to succeed in paraplanning.
- Professional Development: Full sponsorship for professional qualifications, including the Diploma in Regulated Financial Planning (DipPFS).
- Career Progression: A clear pathway to senior roles, including Paraplanner or Financial Advisor positions.
Role Responsibilities
The Trainee Paraplanner will support Financial Advisors in delivering exceptional client service and tailored financial plans. Key responsibilities include:
- Assisting with the preparation of client reports and financial plans, ensuring accuracy and compliance.
- Conducting in-depth product research across pensions, investments, and protection solutions.
- Maintaining accurate records and liaising with clients and product providers to gather information.
- Developing technical expertise to deliver high-quality, compliant support.
Who We’re Looking For
The ideal candidate is passionate about financial planning and motivated to build a successful career in Wealth Management. Key qualities include:
- Relevant industry experience within an IFA or Wealth Management firm
- Excellent communication, organisational, and analytical skills.
- A proactive attitude and commitment to achieving professional qualifications.
- A genuine interest in helping clients achieve financial clarity and security.
