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Trainee Paraplanner

Trainee Paraplanner

Allerton Park Recruitment Solutions

Posted 4 days ago, valid for 6 hours

London, Greater London EC1R 0WX

Full Time

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Sonic Summary

A high-quality and award-winning Chartered Financial Planning Practice is seeking a Trainee Paraplanner with a salary ranging from Basic to £50,000 plus bonuses and full benefits.
This role is created due to internal promotion and involves working within an established Financial Planning team alongside a Senior Paraplanner.
Key responsibilities include providing technical support, managing client relationships, preparing for meetings, cash flow modeling, report writing, and conducting research.
Candidates must have 5 years or more of experience in Financial Planning technical support, administration, or Paraplanning, along with a strong understanding of processes and technical knowledge, and progress towards a Diploma.
The firm offers full exam and personal development support, as well as a variety of wider development opportunities.

Trainee Paraplanner - Basic to £50,000 + Bonus & Full Benefits.

A high quality and award winning Chartered Financial Planning Practice is looking for a Trainee Paraplanner to join their business.

This new role has come about as a result of internal promotion and will be working within an established Financial Planning team, alongisde a Senior Paraplanner. Key responsibility will be to actively support a Senior Financial Planner and the HNW Clients. Duties will include Technical support, Client relationship management, meeting preparation, cash flow modelling, report writing and research.

5 years + of Financial Planning technical support, administration or Paraplanning experience and sound process and technical knowledge is required, along with progress towards Diploma.

Full exam and personal development support will be provided alongside a range of wider development opportunities.

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