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Permanent

Trainee Paraplanner

City
money-bag 35000.00-35000.00 Annual
3071431862
Posted Yesterday

Trainee Paraplanner (Permanent) £35,000 £45,000 Central London Independent Financial Advisory Firm Overview We are recruiting on behalf of a well-established Independent Financial Advisory firm based in Central London for a Trainee Paraplanner to join their technical and client support team on a permanent basis. This role is ideal for someone already working within an IFA or financial planning environment who is looking to develop their paraplanning career further. The position sits within a structured technical team, offering exposure to high-quality financial planning work and a clear pathway for development within paraplanning. This is a non-advisory position and is suited to someone who enjoys the technical, analytical and documentation side of financial services. The Role Working closely with Consultants, Directors and Senior Paraplanners, the Trainee Paraplanner will support the preparation of compliant financial planning documentation and technical research. Responsibilities will include: Assisting with research and technical analysis of client cases Supporting the drafting of suitability letters and reports Preparing documentation for client meetings Analysing client data and financial information Liaising with providers and internal teams Maintaining accurate and compliant client records Supporting ongoing review processes Assisting with technical queries and case preparation You will receive structured exposure to complex cases and ongoing technical development ..... full job details .....

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