Trainee Paraplanner

Job description

Trainee Paraplanner
Location: Chester (up to 3 days a week from home)

Salary up to £35,00 + bonus

Full Time, Permanent

We are working with a Boutique Independent Financial Adviser who are looking to bring on a Trainee Paraplanner. In the role you will work in a pod with experienced paraplanners on a wide range of financial planning cases. A full training and development programme will be put in place.

This is a great role for an experienced IFA Administrator or someone with some paraplanning experience that wants to kick on and become a fully diploma qualified Paraplanner.

Key duties of the Trainee Paraplanner

Preparing documentation for client review meetings

Attending and minuting client and prospect meetings

Production of Suitability Reports for existing clients covering for example, pension draw and contributions, pension transfers, fund switches, bond assignments and surrenders. There is also occasionally a need to recommend protection products.

Producing full planning reports for new clients.

Liaising with our Investment Team to communicate changes to client plans which impact on the investment strategy.

Cashflow Modelling

Ad hoc Administration duties

What's on offer?

Salary up to £35,000 DOE

Study support to complete Level 4 diploma in Financial Planning

Hybrid work (3 days a week from home)

35 hour working week with flexi starts (8-4 or 9-5)

Annual bonus up to 10%

Strong benefits package

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Extra information

Status

Open

Education Level

Secondary School

Location

Chester

Type of Contract

Full-time jobs

Published at

01-07-2026

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English