- Collaborating with the Senior Paraplanner to analyze clients' needs, create cashflow models, and maintain accurate client records.
- Conducting research on financial products.
- Preparing suitability letters and reports.
- Managing cases from start to finish, including Pension Transfers, Income Drawdown, and new business processes.
- Prior experience in financial planning or wealth management.
- Strong communication skills, both verbal and written.
- Attention to detail.
- Supported exams.
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Trainee Paraplanner/ Paraplanner
2 weeks ago
Dynamite Recruitment Portsmouth, Hampshire, United Kingdom £25,000 - £28,000We are currently recruiting a Trainee Paraplanner to join a Financial Planning firm. This is a fantastic opportunity for someone with existing experience within Financial Planning, perhaps as an administrator that is now looking for the next step up · You will be working closely ...
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Trainee Paraplanner
2 weeks ago
Dynamite Recruitment Portsmouth, United Kingdom Full timeWe are currently recruiting a Trainee Paraplanner to join a Financial Planning firm. This is a fantastic opportunity for someone with existing experience within Financial Planning, perhaps as an administrator that is now looking for the next step up You will be working closely wi ...
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Trainee Paraplanner
1 week ago
OneDome Hampshire, United Kingdom Full timeCompany InformationContractor Wealth are an established wealth planning practice dedicated to providing tailored financial advice to professionals in the contracting and freelance community on a number of areas such as: · Life insurance / protection, · Investment advice, · Pensio ...
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Appointed ltd Eastleigh, United Kingdom permanentMy client is a niche financial planning practice, based on the outskirts of Eastleigh who provide an outstanding service to a bank of HNW individuals across the South. Due to expansion they are seeking am ambitious individual with the long term aim of becoming a Paraplanner, to j ...
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Business Services Coordinator
1 week ago
Eight Wealth Management Ltd Whiteley, United Kingdom**Business Services Coordinator** · **£24,000 - £26,000** · **Eight Wealth Management - Whiteley** · **The main role of the trainee Paraplanner is to ensure the ongoing reviews are generated for our Advisors and processed correctly in a timely manner. The role will include**: · - ...
Trainee Paraplanner - Portsmouth, United Kingdom - Dynamite Recruitment
Description
Trainee Paraplanner Position at Financial Planning Firm
We are looking for a motivated individual to join our team as a Trainee Paraplanner. This role is perfect for someone who already has experience in Financial Planning, possibly in an administrative role, and is now ready to take the next step.
Responsibilities:Requirements for the Ideal Candidate:
Benefits: Hybrid working model available, free parking.
Salary Range: £25,000 - £28,000. If you are interested in this opportunity, please get in touch with us for more information.
