To be considered for this position, you must apply via the following link on our website:
https://talent.sage.hr/jobs/1f9bb1b6-328d-407d-b9c4-4a0cd9ee96fd
OUR BUSINESS
Established in 1983, Boolers has grown organically by placing clients at the centre of our business. We now look after more than £1.1bn of client assets and provide advice and support to high-net-worth clients across the UK from our office in Enderby, Leicestershire.
Our success is built on excellent service, high standards of advice, and long-term relationships based on trust, professionalism, and respect, which applies equally to our clients and our people.
We recruit, develop, and retain individuals who share our values and want to contribute to the continued success of the business. We actively support progression, including the potential for future equity ownership where appropriate and subject to business needs and individual assessment.
We are committed to high standards of knowledge and skill, demonstrated by our Chartered Status, and encourage employees to develop their qualifications throughout their career.
In 2026, we were proud to receive Professional Adviser’s “Best Financial Advisers to Work for” award for the fourth time, reflecting both our company policies and anonymous employee feedback.
Our Values
People are at the heart of everything we do, delivering professional excellence by developing, sharing, and applying our expertise. All built on a foundation of trust and empowerment to take ownership.
ROLE OVERVIEW
The Trainee Paraplanner role is development role to become responsible for supporting the Financial Planner and wider advice process by taking ownership of advice cases, gathering and checking client information, preparing suitability reports and helping deliver a smooth, supportive and personable experience for clients at the point of new financial advice.
Main Tasks
· Take ownership of the advice case from the point of new advice engagement, working closely with the Financial Planner, Client Manager and wider teams to ensure the client journey is clear, timely and well coordinated.
· Create a new prospect or advice case record in the CRM upon notification from the Financial Planner.
· Prepare the initial meeting pack, including letters of authority, personal financial questionnaire, risk profile documentation and client agreements where required.
· Provide follow-up support to the Financial Planner for new prospect enquiries and advice cases.
· Act as a key point of contact for clients throughout the initial advice process, ensuring clear, timely and personable communication.
· Issue welcome communications and initial meeting notes via secure email, secure portal or post, as appropriate.
· Action and follow up on meeting notes, including investigating existing arrangements, where required, by obtaining, reviewing and recording information relevant to the new advice, ensuring all details are complete, accurate and up to date.
· Conduct regular follow-ups with providers on existing arrangements and provide timely updates to the Financial Planner and the client.
· Prepare or obtain illustrations for pensions, investments and annuities, where required.
· Coordinate with Office Support to schedule client meetings once all information is in place, ensuring the suitability report, cash flow reports and supporting documentation are prepared and issued in accordance with meeting arrangements.
· Prepare suitability reports that meet FCA requirements and provide clear, accurate and client-focused documentation, to enable client understanding.
· Complete a comprehensive handover to the Client Management Team to ensure a smooth transition into advice being implemented.
· Use key business systems effectively and compliantly, including Intelliflo, Virtual Cabinet, Moneyinfo, Exchange, Quilter and Aviva, where relevant to the case.
Liaison, Communications & Record Keeping
· Work closely with the Financial Planners, Compliance, Head of Pensions and Head of Investments, to ensure suitability reports are accurate, compliant and client friendly.
· Work with SIPP, SSAS, Client Management and Financial Planners to ensure the effective preparation of client documents before and after meetings.
· Work with other members of the team to provide peer checking, where appropriate, to minimise errors, meet deadlines, and provide holiday cover.
· Provide information to the Accounts Team where necessary.
· Provide information to and liaise with third parties, where necessary.
Maintain accurate records that meet the requirements of the firm and the FCA.
PERSON SPECIFICATION
Qualifications & Experience
Essential
· Level 4 CII Diploma in Financial Planning (or equivalent experience).
· Educated to A level standard (or equivalent) as a minimum.
· A minimum of 2 years’ experience in a financial services administration role.
Desirable
· Degree in Finance, Economics or Business (or equivalent work experience).
Knowledge & Skills Required
Essential
· Ability to communicate effectively with colleagues, clients, providers, accountants and other professional connections via various methods – phone, letter, email, etc.
· Knowledge relating to pension, investment and protection products and their application in financial planning.
· Knowledge of FCA rules relating to Conduct of Business, Money Laundering, Training and Competence and Client Money, along with other financial services legislation relevant to the role.
· Ability to create and maintain accurate computer-based records.
· Knowledge of Data Protection legislation.
· Knowledge of money laundering procedures relevant to the role and individual responsibilities in this area.
· Ability to work within level of authority and to refer work when appropriate.
· Demonstrate good time management skills.
Desirable
· Knowledge of the firm, its products, services and procedures.
· Knowledge of IT systems and programmes relevant to the role (Intelliflo, Virtual Cabinet, Moneyinfo, Pershing, Quilter, Aviva, Adobe and the Microsoft 365 suite).
Disposition
· Shares Boolers values and demonstrates the associated behaviours.
PAY AND BENEFITS
· Salary £32,000 to £35,000 per annum (dependent on qualifications, knowledge and experience).
· Discretionary bonus.
· 4 x salary life assurance.
· Pension; 5% employer contribution - increasing incrementally in recognition of service. Salary sacrifice scheme available.
· 24 days’ holiday - increasing incrementally in recognition of continuous service, in addition to bank holidays.
· Health Cash Plan Scheme.
· Free parking
. Hybrid Working Scheme – following completion of initial training and induction.
Please visit our company website for more information about our company and further details about the role on our careers page.
Job Types: Full-time, Permanent
Pay: £32,000.00-£35,000.00 per year
Benefits:
- Additional leave
- Company events
- Company pension
- Employee discount
- Free flu jabs
- Free parking
- Health & wellbeing programme
- Life insurance
- Referral programme
- Sick pay
- Work from home
Work Location: Hybrid remote in Enderby LE19 1SA
