Trainee Paraplanner

Job Title: Trainee Paraplanner
Contract Type: Permanent
Location: Portsmouth
Reference: 1321721
Contact Email:
Job Published: October 05, 2022 09:45

Job Description

Financial Planning Administrator / Trainee Paraplanner 
A fantastic, rare opportunity has arisen for a Financial Planning Administrator / Trainee Paraplanner to join an established Paraplanning team within an Chartered Financial Planning firm with an exceptional progression and development plan in place. 

The ideal candidate will have relevant experience within financial services, basic knowledge of pensions, investments and financial products is preferable.
Upon joining, you will be joining their administration team, whilst working towards your Level 4 DipPFS Diploma Qualification, which is fully paid for along with dedicated time for study support.  alongside your role in the office constantly gaining hands on experience as you learn.
As a Trainee Paraplanner some of your duties will include:
  • Preparing suitability Letters
  • Supporting and analysing cases with Advisors
  • Valuations
  • Template report working
  • Any Ad-Hoc admin tasks
  • Managing cases through to completion
**Full training is provided**
You must work well to deadlines and under pressure, you will have exceptional communication both verbal and written with attention to detail. Confident using Microsoft Office including Excel.
This is a FANTASTIC and exciting opportunity to join a well-established company with a fantastic name in the industry to gain your fully paid for qualifications and build your career under their fantastic company in an incredibly knowledgeable team to learn with and from, in the support of their family built friendly business where relationships with clients is always a number 1 priority.
For further details please contact Tegan Sillett on 02392455422

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