Trainee Paraplanner

We are looking for a Trainee Paraplanner for an expanding Wealth Management company based in Weston-Super- Mare.

The Trainee Paraplanner plays a crucial role in the wealth management business supporting the overall delivery of the advice process from both a technical and practical aspect.

Salary £32,000-£39,000 +benefits

Hours of work: Monday to Friday 9am-5.30pm with a 4.30pm finish on a Friday

Duties will include:

• Prepare the drafting of suitability letters for the advisers.
• Ensure the back-office data is accurate and up to date and all necessary client service reminders in place and adhered to.
• Manage and maintain financial records, ensuring accuracy and compliance with relevant regulations.
• Communicate with clients and internal teams to address inquiries and provide exceptional customer service.
• Organise and schedule meetings, ensuring all necessary documentation is prepared in advance of such meetings.
• Analyse financial data to identify trends, discrepancies, and opportunities for improvement.
• Collaborate with other Team members to ensure best practice and exemplary client service.

Skills and Qualifications

• Proven experience in financial services or a related field is preferred ideally with a Level 4 qualification/ working towards or prepared to undertake
• Strong time management skills with the ability to prioritise tasks effectively.
• Proficiency in IT applications Outlook , Excel and Apple.
• Excellent organisational skills with meticulous attention to detail.
• Strong analytical abilities to interpret financial data accurately.
• Effective communication skills, both verbal and written, to interact professionally with clients and colleagues.
• A customer service-oriented mindset with a commitment to delivering high-quality support.

This role is ideal for individuals looking to further their career in financial services