Trainee Paraplanner

Trainee Paraplanner

Leicester Up to £30,000 Full CII Study Support

Looking to build a successful career in Financial Planning?

Our client is a highly regarded boutique firm of Independent Financial Planners based in the Leicester area, renowned for delivering a personalised service to clients and providing a supportive, close-knit working environment for its employees.

Due to continued growth and success, they are seeking an ambitious and detail-oriented IFA Administrator/ Trainee Paraplanner to join their expanding team. This is an excellent opportunity for someone looking to develop their career within Wealth Management and progress towards a Paraplanning role within a business that genuinely invests in its people.

As a boutique practice, the firm offers a collaborative culture, direct exposure to experienced Financial Advisers, and clear opportunities for professional development. Full support will be provided towards CII qualifications, making this an ideal role for an individual keen to enhance their technical knowledge and build a long-term career in Financial Planning.

The Opportunity

This role is ideally suited to someone with at least 12 months' experience within Financial Services administration, particularly in pensions and investments. You'll join a friendly and forward-thinking team where structured training, mentoring and career progression are actively encouraged.

Key Responsibilities

" Processing new business applications, client valuations and illustrations

" Preparing fund value reports and client documentation

" Conducting research to support the financial planning process

" Producing pension, investment and protection quotations and valuations

" Managing Letters of Authority and maintaining accurate client records

" Supporting Financial Advisers with ongoing client servicing and administrative duties

About You

" Previous experience within an IFA, Financial Planning or Wealth Management environment

" Strong attention to detail and excellent organisational skills

" A client-focused approach with a commitment to delivering exceptional service

" Enthusiasm to learn, develop and progress within Financial Planning

" Excellent written and verbal communication skills

What's on Offer?

" Salary up to £28,000

" Full support towards CII professional qualifications

" Clear progression pathway into Paraplanning

" Supportive and collaborative boutique working environment

" Long-term career development within a growing and reputable firm

This is a fantastic opportunity to join a respected boutique financial planning firm where your development is actively supported, your contributions are recognised, and genuine career progression is available.

For further information, please contact one of our specialist consultants quoting reference NJR
16806