Trainee Paraplanner

An independent financial planning firm in Mobberley is growing its paraplanning team and wants a Trainee Paraplanner. There is a proper training programme behind this job, plus flexible start and finish times, up to two days a week from home, 25 days holiday plus bank holidays and funded CII study towards Chartered.

About the firm:

This is a Chartered practice that has been advising clients across Cheshire and the North West since 2009, and it is still owned by the people who founded it rather than a network or a consolidator. It trains its paraplanners through a structured programme of its own, and one of the current advisers came up that way, joining as an apprentice and qualifying over five years. Advice runs on a team model rather than a single named adviser, so a trainee learns from the whole advice team.

The job:

This Trainee Paraplanner job is a genuine training job with real casework from the start, not a filing job with a training label on it.

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• Servicing existing business, platform work and illustrations
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• Producing suitability letters and reports in line with the training programme
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• Basic plan and fund research to support the paraplanning team
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• Regular direct contact with clients and wrap and platform providers
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• Obtaining illustrations and chasing outstanding documents and queries
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• Maintaining accurate records and keeping client files compliant
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What you'll need:

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• At least 2 years working at a financial planning firm
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• Working towards the Level 4 Diploma in Regulated Financial Planning
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• Good working knowledge of pensions, investments and protection
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• Confident written and verbal communication
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• Conscientious with real attention to detail
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• Comfortable with back office and platform systems
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Intelligent Office experience is useful but not essential.

The package:

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• £33,000 to £36,000 depending on experience
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• CII study support to Chartered
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• 25 days holiday plus bank holidays
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• Employer pension contributions
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• 4x death in service
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• Flexible start and finish times, with up to two days a week from home
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• Free parking on site
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Next steps:

Apply now if your skills and experience align with this job. Alternatively, for a confidential conversation about this or other paraplanning jobs across Cheshire and the North West, contact Duncan McIlroy at Eventus Recruitment Group. If this particular job isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market.

The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.