Trainee Paraplanner

Trainee Paraplanner

Location:

Chester (up to 3 days a week from home)

Salary up to £35,00 + bonus

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 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.

• 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
• Hybrid work (3 days a week from home)
• 35 hour working week with flexi starts (8-4 or 9-5)
• Annual bonus up to 10%
• Strong benefits package