Graduate Paraplanner

Trainee Paraplanner - Stoke-On-Trent, West Midlands

Ref: 1487Tuesday 30 January 2024

£18,000 - £20,000

Are you a recent graduate with a keen interest in financial services? As you prepare to take the next step after university into the Wealth Management profession we invite you to join a dynamic IFA as a Trainee Graduate Paraplanner. You will be joining a tight-knit group of talented and ambitious individuals who take pride in delivering exceptional service and thinking outside the box.

Your RO exams will be funded via the CII and you will receive on the job training and mentorship.


Your Responsibilities:


Work collaboratively within a talented team to add value to exceptional work.

Develop a deep understanding of the end-to-end financial planning process.

Contribute to the delivery of financial planning for a diverse range of clients.

Collaborate with Financial Advisors to prepare financial plans and strategies for clients.

Liaise with clients and relevant parties to gather crucial information.

Prepare annual review documents for clients.

Conduct research and analyse market trends and strategies.


Qualifications and Characteristics:


Excellent academic background with a minimum 2:1 classification in a relevant degree.

Strong interpersonal skills and a passion for cultivating lasting relationships.

Enthusiastic learner with a proactive attitude.

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