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Trainee Paraplanner

Posted 7 May by Vision-FS Recruitment
Work from home
Salary icon £25,000 - £35,000 per annum, negotiable
Location icon Horsham , West Sussex

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Position: Trainee Paraplanner

Location: Horsham, West Sussex (1 day per week working from home)

Minimum Requirements:

Salary/package: Up to £35,000 (depending on experience) + 22 days' annual leave (rising to 25) + pension + study support + DIS + various other benefits


Our client is a well-established, award-winning boutique IFA firm which is part of a very successful UK-wide network. The company has significant plans to grow over the next 12 months and has just started the search for a Trainee Paraplanner to join its rapidly-expanding Administration team. The role can allow for 1 day per week working from home.


Reporting to the firm’s Paraplanner Manager, the Trainee Paraplanners’ key duties will include:

  • Undertaking research to reach conclusions and recommendations for clients
  • Preparation of suitability letters
  • Involvement in the company’s research processes including platform due diligence
  • Handling some client correspondence on behalf of the Financial Advisers
  • Working alongside the Financial Advisers on advice strategies
  • Using Intelligent Office as a back office system
  • Studing for the Diploma in Regulated Financial Planning (level 4)
  • General administrative duties


Candidates interested in the Trainee Paraplanner vacancy will have the following criteria:

  • A background in IFA administration
  • Some paraplanning/report writing experience ideal but not essential
  • Keen to study for the Level 4 qualification
  • Possess excellent communication skills
  • Live a commutable distance from Horsham


The package for the Trainee Paraplanner role is as follows:

  • Salary up to £35,000 (depending on experience)
  • 22 days’ annual leave (increasing 1 day per year until reaching 25 days)
  • Auto-enrolment pension
  • Study support
  • Death in Service x 4
  • Mental Health Wellbeing Scheme
  • 1 day per week WFH after completing probation
  • Pathway to become a Financial Adviser

Next steps:

If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.

Reference: 50588768

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