Trainee Paraplanner
Listed on 2026-10-10
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Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Financial Services, Financial Reporting
Trainee Paraplanner role - leading Wealth Practice!
Leading bespoke IFA Wealth practice are looking to augment their team at the Knutsford office by recruiting a Trainee Paraplanner.
You'll be supporting the Paraplanner/Advice team, creating suitability letter/reports, undertaking Paraplanner training, analysing client data, creating illustrations, amongst other duties.
A competitive salary package is on offer with this role, to 33,000 PA, plus support with Diploma exams, hybrid working, making this a sought after opportunity!
Ideally, you'll have 2 years experience within a Wealth/IFA practice, experience with platform providers, computer literate, knowledge of the financial planning system and ideally working towards Level 4 Diploma in Financial Planning!
The Trainee Paraplanner position in the Finance field is open for applications.
Join Mitchell Hall Consulting and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
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