Trainee Paraplanner

Description

Job Title: Trainee Paraplanner

Location: Manchester City Centre

Salary: £30,000 - £36,000 (depending on experience and qualifications)

Contract Type: Full-time, Permanent

Working Hours: Monday – Friday, 9:00am – 5:00pm

Overview:

A well-established and highly respected independent financial planning firm is looking for a proactive and detail-oriented Trainee Paraplanner to join its expanding team. This is a great opportunity for someone looking to build or progress their career within financial services, particularly in a supportive environment with clear opportunities for professional development and exam support.

Candidates not yet Level 4 qualified will enter the role as a Junior Trainee Paraplanner, with the expectation to progress upon qualification.

The Role:

Working closely with Financial Advisers, you will be responsible for investment and product research, producing documentation, and drafting suitability reports in support of client advice. You’ll play a key role in ensuring the accuracy, compliance, and clarity of the advice process.

Key Responsibilities:

Interpret and document client advice based on individual circumstances, objectives, and risk profiles.

Conduct product and fund research using tools such as Adviser Asset, FE Analytics, and internal systems.

Source pre-sale documentation including illustrations, quotations, and product literature.

Draft clear and compliant pre-sale suitability reports and advice letters.

Maintain and update suitability report templates.

Stay informed on product, regulatory, and legislative developments.

Ensure adherence to the FCA’s Conduct Rules. Key Skills & Experience:

Essential:

Minimum GCSE Grade C (or equivalent) in Maths and English.

Relevant experience in a similar role within an Independent Financial Adviser (IFA) practice.

Strong IT skills, particularly with Microsoft Office (Word, Excel, Outlook).

Solid understanding of pensions, investments, and protection products.

Familiarity with provider platforms such as Standard Life, AJ Bell, and Aviva.

Excellent organisational and communication skills.

Strong attention to detail and a process-driven mindset.

Ability to interpret complex information and identify gaps or inconsistencies.

Willingness to learn and pursue professional qualifications. Desirable:

Degree in a relevant field (e.g. Finance, Economics, Accounting, Business).

Experience with platforms such as XPlan (Iress), Adviser Asset, or FE Analytics.

Currently working toward Level 4 Diploma in Regulated Financial Planning (or commitment to achieve it within 3 years). What’s on Offer:

A supportive environment with real potential for career progression.

Options for professional study support and exam bonuses (up to £100 per exam passed).

8% pension contribution (after 3 months).

3x salary death in service benefit (after 3 months).

1x salary group critical illness cover (after 12 months).

24 days holiday plus bank holidays.

Office closure over the Christmas period without using annual leave

Ad ID: 5417028674