Trainee Paraplanner
Heat Recruitment
Date: 2 weeks ago
City: Lymm, England
Contract type: Full time
Job Title: Trainee Paraplanner
Location: Cheshire
Salary: up to £35,000
Reports to: Financial Adviser
Overview
We are looking for a motivated and detail-oriented Trainee Paraplanner to join our team. This role is ideal for someone looking to build a long-term career in financial planning, with support towards professional qualifications and hands-on experience across the paraplanning function. You will work closely with experienced paraplanners and advisers, supporting the delivery of high-quality financial advice to clients.
Key Responsibilities
Location: Cheshire
Salary: up to £35,000
Reports to: Financial Adviser
Overview
We are looking for a motivated and detail-oriented Trainee Paraplanner to join our team. This role is ideal for someone looking to build a long-term career in financial planning, with support towards professional qualifications and hands-on experience across the paraplanning function. You will work closely with experienced paraplanners and advisers, supporting the delivery of high-quality financial advice to clients.
Key Responsibilities
- Assist in preparing suitability reports and financial planning documentation under supervision
- Conduct product and fund research to support client recommendations
- Liaise with providers to gather policy information and valuations
- Prepare cashflow modelling and client review packs
- Maintain accurate client records and update CRM systems
- Assist in processing new business applications and tracking progress
- Support the paraplanning and advice team with general administrative duties
- Keep up to date with industry developments, regulatory changes, and product knowledge
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