Trainee Paraplanner
Listed on 2026-09-29
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Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Financial Reporting, Financial Services
Trainee Paraplanner
Location - Sutton Coldfield
Salary up to £35,000
Full Time, Permanent
We are working with a Boutique Independent Financial Adviser who are looking to bring on a Trainee Paraplanner. In the role you will work in a pod with experienced paraplanners on a wide range of financial planning, investment, pension, IHT and estates, and protection cases. cases. A full training and development programme will be put in place.
This is a great role for an experienced IFA Administrator or someone with some paraplanning experience that wants to kick on and become a fully diploma qualified Paraplanner. This role is also open to individuals who are keen to get into the industry and build a career in financial planning.
Key duties of the Trainee Paraplanner- Preparing documentation for client review meetings
- Attending and minuting client and prospect meetings
- Production of Suitability Reports for existing clients covering for example, pension draw and contributions, pension transfers, fund switches, bond assignments and surrenders. There is also occasionally a need to recommend protection products.
- Producing full planning reports for new clients.
- Liaising with our Investment Team to communicate changes to client plans which impact on the investment strategy.
- Cashflow Modelling
- Ad hoc Administration duties
- Salary up to £35,000 DOE
- Study support to complete Level 4 diploma in Financial Planning
- 1pm finishes on Fridays
- Strong benefits package
Trainee Paraplanner, IFA Administrator, Research Analyst, Financial Planning, Financial Services, Wealth Management
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