Trainee Paraplanner - mbf. : Job Details

Are you an experienced Senior IFA Administrator or similar looking to take the next step in your career? We are currently recruiting on behalf of a prestigious, forward-thinking Financial Planning practice that is looking to expand their team with a Trainee Paraplanner. This is a fantastic opportunity to work with an established, highly respected firm that is Chartered and fully independent, providing you with the ideal platform to progress your career in the financial services industry.

About the Company:

Our client is an outstanding, well-respected Financial Planning firm known for its commitment to excellence and high-net-worth (HNW) clients. As a Chartered practice, they pride themselves on offering top-tier, independent advice, and they have built a strong reputation for delivering exceptional service and results in the industry. With a forward-thinking approach and a dedicated team, this is an excellent opportunity to grow and develop your career within a leading company.

The Role:

As a Trainee Paraplanner, you will play a vital role in supporting a highly successful team of Financial Planners, Paraplanners, and clients. Your primary responsibilities will include:

• Assisting in the preparation of suitability reports
• Providing technical support to Financial Planners and clients
• Supporting the team with ongoing client servicing and administration
• Gaining exposure to complex financial planning cases
• Building your technical knowledge and progressing towards a Paraplanner role

This position is ideal for someone with a strong foundation in financial services and a passion for progressing in the financial planning profession.

Ideal Candidate:

The successful candidate will:

• Be a Senior IFA Administrator (or similar), ideally with experience supporting financial planners
• Hold several RO (Regulatory Exams) qualifications, or be actively working towards them
• Be eager to take additional exams to gain the Diploma in Financial Planning
• Have a keen interest in pursuing a long-term career in the industry
• Demonstrate strong organisational skills and attention to detail
• Have excellent communication skills and the ability to work well within a team

Benefits:

• Competitive Salary: Up to £38,000 per annum
• Discretionary Bonus: Performance-based incentive
• Comprehensive Benefits Package: Including pension, health insurance, and more
• Professional Development: Support for exams and career progression
• Training and Development: Opportunity to work with experienced professionals and gain exposure to high-net-worth clients

This is a unique opportunity to join a prestigious firm where you can grow and develop your career in financial planning. If you are a motivated and ambitious individual with a solid understanding of financial services and a desire to progress into a Paraplanner role, we would love to hear from you.