Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title: Trainee Paraplanner

Location: Leicester – Office-Based

Salary: Competitive, dependent on experience

Benefits:

• An additional day's annual leave for each year of service
• Workplace pension
• Gym membership following successful completion of probation
• Quarterly referral bonus scheme
• Excellent career progression opportunities, with the opportunity to progress into a Financial Adviser role

About the Company:

Our client is an established financial planning firm experiencing continued growth. They are looking to expand their team by recruiting a motivated and ambitious individual who is keen to develop a long-term career within financial services.

This is an excellent opportunity for a fully Level 4 qualified professional to develop their technical knowledge and gain valuable paraplanning experience while working closely with experienced Financial Advisers.

The firm is keen to invest in the right person, providing the opportunity to learn the business, develop their skills and work towards a future career as a Financial Adviser. For someone with the right attitude and ambition, this role offers an exciting route for career progression.

Key Responsibilities:

• Supporting Financial Advisers with the preparation and administration of financial planning recommendations.
• Developing paraplanning knowledge and technical skills under the guidance of experienced advisers.
• Assisting with the preparation of client reports and suitability documentation.
• Supporting the research and analysis of financial products and solutions to meet clients' needs.
• Helping to prepare for client meetings and ensuring relevant documentation is available.
• Maintaining accurate client records and ensuring information is kept up to date.
• Liaising with advisers and colleagues to support the delivery of a high-quality client service.
• Developing a strong understanding of financial planning processes, compliance requirements and regulatory standards.
• Building the knowledge and experience required to progress into a Financial Adviser position.

What We’re Looking For:

• Must hold the Level 4 Diploma in Financial Planning.
• A genuine interest in financial planning and a desire to build a long-term career within the industry.
• A motivated individual who is keen to learn and develop their technical knowledge.
• A proactive approach, with the ability to manage tasks and work effectively as part of a small team.

How to Apply:

Interested? Submit your CV today!

If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We’ll also take the time to understand your career goals and highlight other roles that may be a great fit.

Due to the high volume of applications, we can only respond to successful candidates. If you haven’t heard from us within 7 days, please assume your application has not been successful on this occasion.