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    • This role would see through the client’s enquiries and cases from cradle to grave, compiling research and liaising with advisers, completing suitability reports…
    • Strong interest in financial planning and wealth management.
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    • This role will support financial advisers and paraplanners by ensuring client records, documentation, and compliance requirements are handled efficiently.
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    • The firm offers a full financial planning service to its clients helping individuals, business owners and families plan for a secure financial future.
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Job Post Details

Trainee Paraplanner - job post

Recruit UK
5.0 out of 5 stars
Sutton Coldfield•Hybrid work
Up to £40,000 a year - Full-time

Job details

Pay

  • Up to £40,000 a year

Job type

  • Full-time

Location

Sutton Coldfield•Hybrid work

Benefits

Pulled from the full job description

  • Company pension
  • Transport links

Full job description

Job Title:  Trainee Paraplanner

Industry: Financial Planning

Location: Sutton Coldfield

Salary: £28,000 – £40,000

Job reference: 10549

Job Description:

Recruit UK are working on an excellent opportunity for a Trainee Paraplanner in Sutton Coldfield to join a brilliant Financial Planning firm.

This role as a Trainee Paraplanner is a really varied role, a hybrid role regarding back-office functions. This role would see through the client’s enquiries and cases from cradle to grave, compiling research and liaising with advisers, completing suitability reports and ensuring the smooth running of the advice process.

This Trainee Paraplanner role will give you the opportunity to further develop your skill-set and build on your existing knowledge. You will be supporting the technical Financial Adviser's in the role and they offer a great salary and benefits package.

What’s in it for you:

  • Salaries up to £40,000 dependent on skill set and experience (negotiable)
  • Pension contribution
  • NHS top-up scheme
  • 25 days holiday plus bank holidays plus a 2-day holiday exchange
  • Great office location for transport links
  • Early finish on a Friday
  • Supportive and friendly team to join
  • Ongoing study support and career professional development
  • Skills and experience required:
  • Some R0 qualifications toward your Level 4 Diploma
  • Previous suitability report writing experience, ideally in an IFA or Wealth Management firm
  • Organisation and analytical skills
  • Ability to prioritise workload

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Advice firm based in Sutton Coldfield on a Trainee Paraplanner role.

Our commitment to you:

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

Pay: Up to £40,000.00 per year

Work Location: In person

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