Trainee Paraplanner Location: Enderby, Leicester (office-based, hybrid working after initial training) Salary: £33,000 - £35,000 + discretionary bonus The opportunity This is a genuine development role with one of the Midlands'' most respected wealth management firms - a Chartered business managing over £1.1bn for high-net-worth clients, and a four-time winner of Professional Adviser''s "Best Financial Advisers to Work For" award.You''ll join a well-resourced paraplanning team, reporting to the Head of Paraplanning, and take ownership of advice cases from the point of new client engagement right through to handover. It''s the ideal step for someone with strong financial services administration experience who has completed (or is close to completing) their Level 4 Diploma and wants a structured route into paraplanning - with real career progression beyond it, including the potential for future equity ownership. What you''ll be doing Owning new advice cases end to end, working closely with Financial Planners, Client Managers and the wider teamPreparing initial meeting packs - letters of authority, fact finds, risk profiling and client agreementsActing as a key point of contact for clients through the initial advice processInvestigating and recording details of existing arrangements, chasing providers and keeping planners and clients updatedObtaining illustrations for pensions, investments and annuitiesPreparing FCA-compliant suitability reports and cash flow reports that ..... full job details .....