Junior Paraplanner / Trainee Financial Advisor

A Junior Paraplanner / Trainee Financial Advisor is required to join a leading national firm of Financial Advisers. This is a fantastic opportunity for someone keen to work towards becoming a Financial Advisor to learn about financial planning from the ground up. You will be supported throughout your CII Level 4 Diploma studies by the firm and be provided with an excellent foundation on which to base your future career.

You will support the team of Financial Advisers, attending client meetings with advisers, updating all relevant meeting information onto systems for record keeping purposes. You will help the Advisers to collate the relevant and necessary information about the client’s past and present financial arrangements to enable a full financial needs analysis to be carried out.  You will also assist the Advisers in collating the relevant information to be able to assess the client’s attitude to risk. In addition, you will take a theoretical approach to the assessment of the relative merits of financial planning and investment options using appropriate analytical systems and relevant data.

You will have financial services experience and ideally be working towards your Level 4 Diploma although this is not essential. You may have a mortgage background, for example, and be keen to move into financial planning. You must have excellent IT knowledge (particularly MS Excel and Word) and possess very strong communication skills (both written and verbal). Above all, you will need plenty of enthusiasm and ambition as well as excellent communication and first class stakeholder management skills.


Salary:£15000 - £16000 Per Annum + bonus + benefits + full study support


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