Trainee Paraplanner – Leeds
Tempest Jones is delighted to be supporting a thriving firm of Financial Planners as they look to appoint a Trainee Paraplanner in their central Leeds office. This is an exceptional opportunity for a motivated individual looking to build a long-term career in financial planning within a supportive, professional environment.
The business provides holistic advice across all areas of financial planning including retirement, estate planning, investments and protection. You’ll be joining a collaborative and growing team that values personal development and offers genuine progression opportunities and full study support to gain the Level 4 in Regulated Financial Planning.
What’s on offer for the Trainee Paraplanner
- Competitive salary dependent on experience and level of industry qualification.
- Full study support to achieve the Diploma in Financial Planning.
- Clear progression route into Paraplanning.
- Full training provided, although previous experience in IFA Admin is needed.
- Supportive and friendly working environment.
Trainee Paraplanner Accountabilities
The successful candidate will provide technical and research support to the Financial Planners, assisting with the delivery of high-quality advice to clients. Your key responsibilities will include:
- Assessing client fact finds, attitude to risk and adviser proposals.
- Conducting fund and product research across investments, pensions and protection.
- Preparing detailed and compliant suitability reports in clear, client-friendly language.
- Assisting advisers in formulating financial plans and strategies.
- Maintaining accurate client records and ensuring compliance with internal processes.
- Handling new business and reviews on existing.
Trainee Paraplanner Requirements
- This role would suit an experienced Financial Planning Administrator keen to take the next step into a more technical role.
- Ideally candidates will be able to demonstrate a good level of understanding of pensions, investments and protection.
- Ideally you will be part way through the Diploma in Regulated Financial Planning.
- Be highly IT literate with a professional and polished approach.
- Excellent organisational skills and attention to detail.
- The ability to communicate clearly and build rapport with colleagues and clients.
If you’re interested to apply for the Trainee Paraplanner role: Please contact jenny @ tempestjones . com
Job Types: Full-time, Permanent
Pay: £26,000.00-£35,000.00 per year
Work Location: In person
