Trainee Paraplanner

Description

Elvet Recruitment are working with a well-established wealth management firm that is looking to add a Trainee Paraplanner to their office in the County Durham area.

Established in the 1990s, this firm has grown significantly and provides tailored financial advice and long-term planning solutions to individuals, families, and businesses across the North East. The firm offers support across a wide range of areas, including retirement planning, investment management, inheritance tax strategies, corporate financial planning, and intergenerational wealth transfer. With a focus on building lasting relationships, their advisers take a personalised, one-to-one approach—helping clients shape financial strategies that align with their goals, values, and changing life circumstances. Services are backed by a broader network of financial expertise, offering access to carefully selected products and solutions.

As the Trainee Paraplanner, you'll play a key role in producing consistently high-quality suitability letters and reports to support the Partner in informing and advising clients on financial strategies, plans, and products.

What You’ll Be Doing:

Practice Management

* Ensure all relevant processes are completed in a timely and effective manner to support other members of the team.

* Work within and stay up to date with template changes and advice notes.

* Stay abreast of legislative changes and other regulatory issues taking necessary action as required.

Business Processing

* Assimilate and segregate information gathered by the Partner

* Liaise with the Partner and Client as appropriate to complete any required information.

* Use checklists to ensure quality of documentation is suitable.

* Prepare suitability letters and reports in liaison with administrators.

* Take responsibility for updating Client files and system records, as required, in respect of suitability letters & reports.

* Liaise with Head Office administration centres as appropriate.

Practice Development

* Be familiar with all major research systems

* Take responsibility for continuous professional development to meet regulatory requirements and personal development needs.

* Attend forums and workshops as appropriate.

Team responsibilities

* Project a professional image in both appearance and attitude and provide quality support on time to agreed standards.

* Maintain a good working relationship with colleagues, clients and third parties

What We’re Looking For:

* Be working towards or have the desire to gain a diploma/chartered qualification.

* Experience in creating and maintaining systems, processes and procedures.

* Intermediate/advanced computer skills with knowledge of Microsoft packages.

* Able to balance conflicting demands and work to deadlines, ensuring quality is never compromised.

* Able to work autonomously and remotely whilst maintaining a team approach.

* Able to transpose information accurately.

* Able to replay client wants, needs, problems and consequences of no action.

* Strong analytical and numeracy skills.

* Strong attention to detail.

* Able to build strong relationships with others by delivering on promises and dealing with queries effectively and courteously.

Role Details:

* Hours: Monday to Friday

* Salary: £28,000

* Type: 34 hours per week / Permanent

Elvet Recruitment Limited is acting as an employment agency for permanent recruitment on behalf of our client.

By applying for this role, you accept the T&Cs, Privacy Notice, and Disclaimers which can be found on our website.

Please contact Heather Sweetman at Elvet Recruitment for a confidential discussion and further information

Ad ID: 5416895345