Trainee Paraplanner

Job role: Trainee Paraplanner 
Salary: 27,000( Within 12 months of being qualified this will be reviewed ) 
Location: Leicester

Join Our Team as a Trainee Paraplanner!
Are you looking to kick-start your career in financial planning? Do you have a keen eye for detail, strong analytical skills, and a passion for helping others? We are offering an exciting opportunity for a Trainee Paraplanner to join our dynamic and growing team.

About the Role: As a Trainee Paraplanner, you will play a crucial support role within our financial planning team, assisting with preparing high-quality reports, research, and recommendations for clients. You will gain invaluable hands-on experience and training while working closely with experienced paraplanners and financial advisors.
Key Responsibilities:

• Conduct research on financial products, investments, and providers as a trainee paraplanner
• Prepare and maintain financial planning documentation and reports
• Support senior paraplanners and advisors with client meetings and follow-ups
• Assist in the analysis of clients’ financial positions, goals, and objectives
• Help ensure compliance with industry regulations and company procedures as a Trainee Paraplanner 
• Develop and maintain strong relationships with internal teams and clients

• A strong interest in financial planning and personal finance as a Trainee paraplanner 
• Excellent attention to detail and organizational skills
• A proactive, can-do attitude and eagerness to learn as a trainee paraplanner 
• Good communication and interpersonal skills as a trainee paraplanner 
• Basic knowledge of financial services or a relevant qualification (e.g., CF1, CISI, or equivalent) is desirable but not essential

• Full training and career development opportunities
• Support towards relevant qualifications (e.g., Diploma in Regulated Financial Planning)
• A collaborative, friendly, and supportive work environment
• Competitive salary and benefits package