CHORLEY
Trainee Paraplanner – Financial Planning Support
We are seeking a motivated Trainee Paraplanner to join a well-established financial planning firm. This is an exciting opportunity for someone looking to start their career in paraplanning and gain hands-on experience in producing high-quality financial planning reports.
Key Responsibilities:
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Interpret adviser client files to understand client needs and translate these into Financial Planning Reports.
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Conduct research and analysis to identify suitable providers, products, and investment funds.
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Liaise with the Technical Team and Compliance Team to ensure accurate, compliant advice preparation.
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Prepare reports within agreed timescales, ensuring accuracy in spelling, composition, and data entry.
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Maintain up-to-date records on the paraplanning log.
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Commit to a Personal Development Plan and maintain performance standards.
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Comply with Financial Services and Markets Act 2000, FCA Statements of Principle & Code of Practice, and all relevant FCA rules.
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Adhere to the firm’s compliance, Treating Customers Fairly (TCF), Training & Competency (T&C), Anti-Money Laundering (AML), Data Protection, and Data Security procedures.
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Achieve the required level of competency within the initial six-month probationary period.
Requirements:
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Strong attention to detail and accuracy.
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Excellent organisational and communication skills.
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Commitment to learning and professional development.
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Understanding of compliance requirements and regulatory obligations is desirable but not essential.