Trainee Paraplanner

6 days left

Heat Recruitment
05 Feb 2017
05 Mar 2017
Contract Type
Full Time

A fantastic opportunity has been created at a Trainee Paraplanner with a firm of highly reputable Independent Financial Advisors based in Fareham.

Ideally you will have experience of working within an IFA firm and have a natural interest in progressing to become a paraplanner.

You will be responsible for assisting a team of experienced IFA's within the company whilst progressing technically yourself and working towards the level 4 diploma.

Duties and Responsibilities:

  • Ascertain that procedures followed by the company are Compliant and follow the guidelines set out by the FCA
  • Process and deliver suitability reports for a variety of IFA's
  • Provide recommendations to clients on Investments, Pensions and Protection policies based on your own research and to be able to support these recommendations with a coherent explanation Work effectively autonomously or as part of a team
  • Respond efficiently and effectively to requests from Company advisers and Management
  • Assist in analytic work, including cash flow forecasting and investment analysis
  • Use financial planning software tools
  • Develop productive working relationships with colleagues and clients


  • Previous experience within an IFA practice environment
  • Ideally you will be Diploma Qualified in Financial Planning or will have made significant progress towards this qualification
  • Good technical knowledge of Pensions, Investments and Protection policies
  • Knowledge and practical experience in the application of the rules of the FCA
  • Strengths in Data Analysis and written English are essential


Paraplanner *Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner

If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career