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Trainee Paraplanner

Heat Recruitment
Posted 8 hours ago, valid for 22 days
Location

Nottingham, Nottinghamshire NG42QU, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Trainee Paraplanner position in Nottingham offers a salary of up to £40,000.
  • Candidates should have previous experience working within an IFA and be Level 4 Diploma qualified or working towards it.
  • The role involves technical tasks such as paraplanning, research, and client cashflow preparation, along with some PA and office management responsibilities.
  • The company provides benefits including a 5% enrolment pension, group income protection, and 24 days of holiday plus bank holidays.
  • Flexible working options are available, allowing some days to be worked from home.

Trainee Paraplanner - Nottingham - Up to £40,000Our partner who has a strong presence in Nottinghamshire are looking for an trainee Paraplanner to help provide technical support for a director based in Ipswich. Within the role there would be technical work involved such as paraplanning, research, analysing, preparation of new and existing client cashflow, as well as some PA work and office management.

What’s needed from you?

  • Previous Experience working within an IFA
  • Paraplanning/technical support experience
  • Experience of client servicing/IFA administration duties
  • Level 4 Diploma qualified or working towards

What we can offer

  • 5% Enrolment pension
  • Group income protection
  • Group life cover
  • PMI
  • 24 days holiday + bank holidays (Increasing after 1, 2 5, 10 years service)
  • Flexible working with some days from home
  • Wellness programme + Cycle to work scheme

What next?

Apply today to be considered for this trainee paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Job Synonyms: Trainee Paraplanner, IFA Support, Financial Planner, IFA Administrator, IFA Admin, Office Manager, Para-planner, wealth management, IFA, financial planning, financial advice, financial adviser, financial advisor, wealth planner, client services, client support, client delivery, practice manager, technical support, CISI, CII, LIBF, DipFA, DipPFS

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.