Ref: ELP242

Trainee Paraplanner

Post Date :
28 March 2024
Employment Type:
Full Time
Monday-Friday, 9am-5pm
Up to £30,000 depending on experience

Who to contact:
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Our fantastic client based in Tewkesbury are currently recruiting for a Trainee Paraplanner to join their expanding team on a permanent basis.


This is an excellent opportunity to join an organisation who take pride in their business and provide excellent progression opportunities for their staff!


The successful candidate will need to have previous experience within Financial Services. Our client in return will provide full training and exam support therefore this role would suit candidate who is working towards Diploma qualified!



-Support the business owner in ad-hoc tasks as required

-Preparation of meeting packs for the Financial Adviser

-Act as a point of contact and effectively deal with clients and other parties, while establishing and maintaining strong relationships

-Conducting investment portfolio reviews,

-Completing Annual Reports to be issued to our clients

-The completion and analysis of Client CashFlow reports

-Product research and keeping up to date with industry changes

-Act as technical support to the Administrative Team

-Carry out tax calculations and assessments for Clients


Candidate Attributes;

-Minimum of two years in a Financial Services essential

-Knowledge of pensions and investments

-High level of analytical capability

-Strong communication and interpersonal skills

-Ability to communicate verbally with clients

-Excellent writing skills & attention to detail

-Self-starter who will hit the ground running and is used to working under their own initiative

-Good time and caseload management skills

-Professional & positive attitude


Hours- Monday-Friday, 9am-5pm


Salary- Up to £30,000 depending on experience + 25 days holidays + free parking + private medical insurance, 5% matched pension and company bonus