Trainee Paraplanner

Trainee Paraplanner - Sunderland

• Full training
• Study support to obtain Diploma in Financial Planning provided.
• Perfect role for an experienced Financial Planning Administrator seeking that next step.

A fantastic opportunity has arisen for a Trainee Paraplanner to join a thriving firm of chartered financial planners who specialise in giving advice on a wide range of financial planning areas such as retirement planning, estate planning, protection both individual and corporate and investments.

On offer will be a varied role within a fast-paced business, a competitive salary and a long term career path into paraplanning, and advising, if this is something you want to pursue. Full study support will be provided.

Full and thorough training will be provided so no previous experience in paraplanning is required, however applications are preferred from Financial Planning Administrators looking for that next step.

Trainee Paraplanner role:

The successful candidate will provide technical support to financial planners by way of fund and provider research and suitability report creation. You will assist the advisers in assessing client needs, assess their attitude to risk and help them to create a suitable financial plan for the future.

Trainee Paraplanner Core Duties:

• Assessing fact find documentation, attitude to risk questionnaire and advisor proposals, assimilating information to allow a robust financial plan to be put into place.
• Exposure to investments, pensions, tax planning and protection cases.
• Conducting fund and product provider research, analysing data and making comparisons in relation to investments, pensions and protection.
• Creating suitability reports justifying each piece of advice in great detail but in terms that are understandable and clear to the client.

Trainee Paraplanner Requirements

This role would suit a financial planning administrator looking to launch their career into a more technical field.

In return a competitive salary will be on offer along with study support to Diploma, Chartered and beyond, there will also be longer term development and succession opportunities along with the chance to work in an energetic and friendly supportive team.

Trainee Paraplanner - Apply

To find out more, or to apply, please send your cv to . com

NB: The top end of the salary banding would be for more experienced and qualified candidates.

IFA Administrator, Paraplanner, financial services administrator, wealth administrator, suitability report