Trainee Paraplanner

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

YOUR NEW COMPANY

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.

THE ROLE

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

REQUIREMENTS:

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

REMUNERATION / PACKAGE

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.