Trainee Paraplanner

1 Days Old

Job Title: Trainee Paraplanner  Location: Manchester City Centre Salary: £30,000 - £36,000 (depending on experience and qualifications) Contract Type: Full-time, Permanent Working Hours: Monday – Friday, 9:00am – 5:00pm  Overview: A well-established and highly respected independent financial planning firm is looking for a proactive and detail-oriented Trainee Paraplanner  to join its expanding team. This is a great opportunity for someone looking to build or progress their career within financial services, particularly in a supportive environment with clear opportunities for professional development and exam support. Candidates not yet Level 4 qualified will enter the role as a Junior Trainee Paraplanner , with the expectation to progress upon qualification.  The Role: Working closely with Financial Advisers, you will be responsible for investment and product research, producing documentation, and drafting suitability reports in support of client advice. You’ll play a key role in ensuring the accuracy, compliance, and clarity of the advice process. Key Responsibilities: Interpret and document client advice based on individual circumstances, objectives, and risk profiles. Conduct product and fund research using tools such as Adviser Asset, FE Analytics...
Location:
Manchester
Salary:
£30,000 - £36,000 per annum
Job Type:
FullTime
Category:
Accounting & Finance

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