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Trainee Paraplanner

Trainee Paraplanner

recruitment22

Posted 2 days ago, valid for 24 days

Manchester, Greater Manchester M17 1DJ, England

Full Time

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Sonic Summary

The Trainee Paraplanner position offers a salary range of £27,000 to £32,000 and is based in Manchester with hybrid working options.
Ideal candidates should currently be working as Financial Planning Administrators and looking to advance their careers.
The role involves providing administrative support to Paraplanners and advisers, with training opportunities for Paraplanner-specific tasks as you progress.
Key responsibilities include managing new business submissions, producing client meeting materials, and writing suitability reports, among others.
Benefits include hybrid working arrangements, exam support, increasing holiday entitlement, and company-funded CII membership.

Trainee Paraplanner, £27,000-£32,000, Manchester with Hybrid Working If you are a Financial Planning Administrator currently and you’re seeking the next step in your career, then this is the perfect opportunity for you. As a Trainee Paraplanner you will work alongside a highly productive team and initially, you will be providing administrative support to the Paraplanners and advisers, and then as soon as your up to speed you’ll begin your Paraplanner specific training. You will offer a friendly, efficient, professional and effective client service with a focus on quality and accuracy. Your duties will include:

Prompt, accurate and compliant submission of new business
Managing pipeline business and rectifying any concerns which may arise
Produce valuations and meeting packs for client review meetings
Attend client meetings, make notes and take on follow-up tasks
Screening and processing advisers post, e-mails and calls
Suitability report writing, financial analysis and fund / product research

Your benefits will include:

Hybrid working (3 days in the office, 2 days working from home after probationary period)
Exam entry and course books
22 days holiday rising to 27 days plus bank holidays
Company funded CII membership
4x Death in service

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