Trainee Paraplanner (953)

Ref: 953


Our client, a dynamic and well-respected Wealth Management firm, is looking to recruit a Trainee Paraplanner to join their team in Exeter on a full-time, permanent basis. Your role will be centered around ensuring that all client files are compliant, and to fulfilling client needs and requirements. You should be passionate about pursuing a career as a Paraplanner.

What will you be doing as a Trainee Paraplanner?

  • Checking all relevant paperwork to make sure that client files meet the FCA’s rules and requirements.
  • Collaborating with the firm’s Financial Advisory team to discuss client objectives.
  • Recording client communications to be recorded on the client’s file.
  • Collecting quantitative detailed information to compile suitability reports.
  • Writing strategy reports which can be easily understood by the client.
  • Taking a proactive role towards your own personal development.  


Skills/Qualifications of a Trainee Paraplanner:

  • You will have a strong interest in pursuing a career as a Paraplanner and have some knowledge of various financial products.
  • You will be highly computer literate and familiar with a wide range of Microsoft products.
  • You will be able to prioritise well and will have excellent time management skills.
  • Your verbal and written communication skills will be essential for this role.
  • You will work well both independently and as part of a team.


The Benefits:

  • Access to study support 
  • Flexible Working
  • 24 days holiday + bank holidays
  • Access to a Company Pension

Recruitment Consultant: Joanne Howell



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