Trainee Paraplanner

Trainee Paraplanner Bristol Competitive Salary + Full Study SupportAre you an experienced IFA Administrator looking to take the next step towards becoming a Paraplanner? Have you already started progression to your Level 4 Diploma (or are you planning to) and want to join a business that will genuinely invest in your development? We''re working with a highly respected, award-winning Financial Planning firm looking to recruit a Trainee Paraplanner to join their growing team. This is an outstanding opportunity to build on your administration experience while receiving hands on mentoring, full paraplanning training and ongoing support towards achieving your professional qualifications. What''s on Offer? Full study support for CII qualifications Structured career path to become a fully qualified Paraplanner Mentoring from experienced Advisers and Paraplanners Friendly, collaborative team culture Modern offices in Bristol Competitive salary and excellent benefits The RoleWorking closely with experienced Financial Advisers and Paraplanners, you''ll gradually develop your technical knowledge and take on increasing responsibility, including: Conducting product and provider research. Preparing suitability reports and recommendation packs. Supporting advisers with financial planning reports. Maintaining accurate client records and ensuring FCA compliance. Liaising with providers and clients to gather information. Assisting with pensions, investments and protection cases. ..... full job details .....