Trainee Paraplanner

Description

Junior Paraplanner

Cannock (WS11) GBP30,000 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 What We re Looking For 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 What You ll Get Salary up to GBP30,000 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 If you re ready to step up in your career and join a firm where your development is genuinely supported, we d love to hear from you.

Ad ID: 5417459804