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Trainee Paraplanner
Are you looking for a dynamic career in financial planning? Are you ready to dive into the world of wealth management, gain hands-on experience, and make a real impact from day one? If so, I want to speak to YOU about this Trainee Paraplanner opportunity!
Thornbury Recruitment are on the lookout for motivated, detail-oriented individuals who are eager to build a strong foundation in the financial services industry. Whether you’re fresh out of university, changing careers, or looking for a role that offers both growth and purpose - this is the opportunity you’ve been waiting for!
What’s on offer:
- Full Training & Support - No experience? No problem! You will be provided with comprehensive training to equip you with the knowledge and skills you need to succeed
- Career Growth - This firm believe in promoting from within and offering team members long-term career development opportunities
- Full professional exam support - up to Chartered level!!
- Mentorship - Work alongside experienced professionals who will guide you and help you thrive in the world of paraplanning.
- Inclusive & Positive Culture - Join a supportive team that values collaboration, continuous learning, and celebrating success together.
Your Role:
As a Trainee Paraplanner , you’ll be an integral part of the team, assisting experienced paraplanners and financial advisors. Duties include:
- Obtaining the relevant paperwork or applications required to implement the proposed recommendations, including illustrations
- Submitting the relevant applications and ensuring that the recommendations and successfully implemented
- Chasing providers for information and updates
- Updating records on the back-office system
- Managing the full end to end administration from data gathering to producing suitability letters
What We’re Looking For:
- A passion for finance and helping people make informed financial decisions.
- Strong attention to detail and organisational skills.
- Excellent written and verbal communication skills.
- A proactive attitude and willingness to learn.
- Ideally, some basic understanding of financial services or a related field (but full training will be provided!).
Ready to Start Your Career in Paraplanning?
This is your chance to build a rewarding career in a thriving industry with endless opportunities for advancement. If you’re excited to learn, grow, and contribute to a forward-thinking team, we want to hear from you!
To find out more about this opportunity please contact Paula Thornbury
Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.
