Trainee Paraplanner

BMC Recruitment Group

Posted a month ago, valid for 3 days

Chester le Street, Durham DH3 4AN, England

Full Time

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Sonic Summary

We are seeking a Trainee Paraplanner to join our client's team, ideal for someone eager to start a career in financial planning.
Candidates should have a basic understanding of financial products and a genuine interest in financial advice.
The role includes supporting experienced professionals, conducting research, and assisting with administrative duties, while working towards the Diploma in Regulated Financial Planning.
While some experience in financial services is preferred, it is not essential, and a strong commitment to learning is expected.
The position offers a salary of £25,000 and requires no prior experience, making it an excellent opportunity for recent graduates or those looking to switch careers.

We're looking for a Trainee Paraplanner to join our client's growing team and take the first step towards becoming a qualified financial planning professional.This is a fantastic opportunity for someone with a basic understanding of financial products and services who's eager to learn, grow, and gain industry-recognised qualifications.Your role:

Supporting experienced Paraplanners and Financial Advisers in preparing financial reports and client documentation
Conducting product and fund research
Assisting with administrative duties related to financial planning
Learning the ins and outs of cashflow modelling, tax planning, pensions, investments, and protection
Working towards the Diploma in Regulated Financial Planning (CII) or equivalent qualification

Who we're looking for:

A genuine interest in financial advice and planning
Basic knowledge of financial products such as pensions, ISAs, and investments
Strong attention to detail and willingness to learn
Excellent written and verbal communication skills
Ideally, some experience in a financial services environment (but not essential)
Desire and commitment to work towards professional qualifications

What you'll receive:

Full support and funding towards CII qualifications
On-the-job training with mentorship from experienced professionals
Opportunities for career progression into Paraplanning or Advisory roles
A friendly, collaborative work environment
Flexible working options

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