Trainee Paraplanner

Reference: AL1141

Trainee Paraplanner

Derby (AL1141)|

Salary £22,000 – £28,000 dep on exp + benefits

Hybrid working available, 3 days per week working from home, 2 days per week working in the office


My client is an Independent Financial Advisory company, advising and servicing clients all over the UK and they now have an exciting new opportunity for an individual with experience in the Wealth Management Industry to join their busy Paraplanning Team as a Trainee Paraplanner.

The scope and duties of the role will be dependent on your experience but as a minimum you will be:

  • Preparing post annual review follow up letters to clients
  • Working on Bed & ISA research and suitability reports
  • Working on Bed & Pension research and suitability reports
  • Producing research and preparing suitability reports for top ups to existing business
  • Carry out technical research as part of the review process, including liaising with providers and collating information on investments, pensions and other products.
  • Maintaining client database and core systems


Career Progression

  • Following a successful 3-month probationary period the successful candidate will be offered the opportunity to commit to either an in-house development programme or an apprenticeship programme with their preferred external Provider, Skills Edge. Successful completion of either programme will attain the status of Cert PFS (Paraplanning) with the CII
  • Opportunity to progress your career into Paraplanning and beyond


Knowledge & Experience required

  • Good standard of education including English and Maths, grade C (equiv) or above at GCSE
  • CII qualifications desirable
  • Knowledge of Microsoft Word, Teams, Excel, Outlook & back office systems, specifically Intelliflo along with provider solutions, eg Platforms
  • 2 years experience within Financial Services with knowledge and experience of investments, pensions, protection & mortgages


Essential Skills & Personal Qualities

  • Team Player with the ability to also work on own initiative
  • High attention to detail with a flexible approach to duties, self-motivated and proactive
  • Excellent interpersonal communication skills, both written and verbal
  • Group presentation skills desirable
  • Calm under pressure with a pleasant manner
  • Best customer outcomes mind set
  • Professional and Enthusiastic attitude


If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.

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