Trainee Junior Paraplanner

Recruit UK is seeking a confident and professional individual to join a Chartered Financial Planning firm in Corsham. Servicing their clients for over 20 years, they prioritise building relationships on two pillars: trust and respect. This small and friendly team are now in a position to welcome a Trainee Junior Paraplanner. This role is suitable for someone who is looking to find a career path which offers long term progression and support, as they will assist you with pursuing your Financial Advice qualifications (Level 4).

You will play a key part in supporting Financial Advisers as they provide Financial Planning to their clients. This role is open to people who have experience within Financial Planning or wider Financial Service and are keen to progress forward.

Key functions of the role will involve:

- Preparing for and attending client meetings with Advisers

- Note taking during meetings and post-meeting follow up

- Create and maintain client information

- Learn to produce recommendation of advice reports for clients

- Analyse existing plans and investments

- Assisting with the implementation of investment recommendations

- Ad hoc office duties

- Self-study for exams

To succeed you will need:

This role is a perfect opportunity to join a small firm and make a big impact. A strong drive to succeed and further your career. A fast-paced environment for someone who has a strong work ethic. Numerate with high attention to detail and comfortable communicating with a variety of clients and across business positions.

This role is open to people from a customer facing environment such as: an office, retail, customer service or hospitality role. Due to the location of the office and nature of the role, you will need to have a driving license and car (any travel required is expensed and reimbursed).

In return for you hard work:

- Unique career development plan tailored to you

- Funding for exams and study time

- Income protection scheme

- Pension

- Death in Service (x4)

- 23 days holiday + bank holidays (rising to 25)

- Option to join flexible working hours, finishing at 2.30pm on Fridays.

- Hybrid working (once you’re fully trained)

- Free Parking

Location: Corsham

Salary: c. £28,000

REF: 8840