Trainee Paraplanner

Trainee Paraplanner

• Annual Salary: £30,000 - £35,000 (negotiable based on qualifications and experience)
• Location: Central Manchester
• Job Type: Full-time, Permanent, Office-Based

Join a modern and forward-thinking financial advisory service specialising in pensions and investments. This role is office-based, located in the heart of Manchester City Centre. This role is an exciting opportunity for an experienced IFA Administrator who is looking to move into a Trainee Paraplanning role, where training and guidance will be given to support you in your progression.

Day-to-day of the role:

• Carry out research relating to pensions and investments and prepare suitability reports for the team of New Business/Wealth Management advisers.
• Work collaboratively with all stakeholders within the business to ensure great client outcomes.
• Suggest process improvements to enhance service delivery.
• Undertake Continuous Professional Development (CPD) for continuous improvement and to stay updated with industry standards and regulations.

Required Skills & Qualifications:

• Minimum of 2-3 years of IFA Administration experience.
• Strong organisational skills and the ability to manage a diverse workload.
• Excellent analytical and problem-solving skills with high attention to detail.
• Proficiency in financial planning software and Microsoft Office suite. Experience with Intelligent Office, Dynamic Planner, Genovo, Selectapension, FE Analytics, or Cashcalc is desirable.
• Proactive and self-motivated approach to work, with a willingness to learn and grow within the role.
• Diploma in Financial Planning or working towards completing the diploma is highly regarded.

Benefits:

• Professional, supportive, and friendly work environment with a strong team ethos.
• Significant potential for career progression and development, including annual appraisals and bi-annual reviews.
• Study support for examinations with the Chartered Insurance Institute, including study leave and an examination pass bonus structure.
• Pension scheme with employer contributions.
• Private Medical Insurance (after an initial qualification/probation period).
• Modern office facilities in a central city location.

To apply for this Trainee Paraplanner position, please apply now or contact Rhyan Scott at Reed Financial Services for more information.