Trainee Paraplanner
Trainee Paraplanner
- 1 Vacancy
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Job Description
Junior Paraplanner Cannock (WS11) £30,000 DOE Study Support 25 Days Holiday We re on the hunt for a Junior Paraplanner who s sharp, detail-oriented, and ambitious about building a long-term...
Junior Paraplanner
Cannock (WS11) £30,000 DOE Study Support 25 Days Holiday
We re on the hunt for a Junior Paraplanner who s sharp, detail-oriented, and ambitious about building a long-term career in financial planning.
This is a fantastic opportunity for someone already working in financial services perhaps as an IFA Administrator or Trainee Paraplanner who s ready to take that next step.
At Concept Financial Services, we re passionate about helping clients achieve financial clarity and confidence. With a team of 6 experienced advisers, you ll play a key part in supporting them to deliver outstanding advice and service.
What You ll Be Doing
Cannock (WS11) £30,000 DOE Study Support 25 Days Holiday
We re on the hunt for a Junior Paraplanner who s sharp, detail-oriented, and ambitious about building a long-term career in financial planning.
This is a fantastic opportunity for someone already working in financial services perhaps as an IFA Administrator or Trainee Paraplanner who s ready to take that next step.
At Concept Financial Services, we re passionate about helping clients achieve financial clarity and confidence. With a team of 6 experienced advisers, you ll play a key part in supporting them to deliver outstanding advice and service.
What You ll Be Doing
- Assisting in the preparation of financial plans, reports, and recommendations
- Researching investments, pensions, and protection products
- Drafting suitability reports in line with compliance requirements
- Working closely with advisers to gather client information and build accurate records
- Liaising with providers and keeping up-to-date with industry changes
- Already working in financial services (IFA admin, trainee paraplanner, or similar)
- Working towards or recently completed Level 4 Diploma in Financial Planning (CII or equivalent)
- Excellent attention to detail, organised, and proactive
- Strong written and verbal communication skills
- Familiarity with financial planning software (e.g. Xplan) is a bonus
- Salary up to £30,000 DOE
- Full study support to achieve your qualifications
- A clear progression path (Senior Paraplanner or future Adviser)
- 25 days holiday + bank holidays
- Supportive, close-knit team environment
- Primarily office-based role in Cannock (WS11), with a little flexibility when needed
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Job Overview
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Location
Staffordshire, United Kingdom
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Offered Salary
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Industry
Accounting -
Date Posted
1 week ago
