Trainee Paraplanner NW London Up to £38,000 Full Study Support
A successful and expanding Independent Financial Advice firm in Harrow is seeking a Trainee Paraplanner to join its growing team.This is an outstanding opportunity for an experienced IFA Administrator who is studying towards the Level 4 Diploma, or someone looking to take the next step into paraplanning with full training, mentoring and career development.The RoleWorking closely with experienced advisers and paraplanners, you''ll develop your technical knowledge while supporting the delivery of high-quality financial planning advice.Key ResponsibilitiesAssisting with research across pensions, investments and protectionSupporting the preparation of suitability reports and recommendationsGathering client information and analysing financial dataLiaising with providers and obtaining policy informationPreparing review documentation for client meetingsWorking alongside advisers throughout the advice processBuilding technical knowledge through structured training and studyWhy This Role Stands OutStructured training programme into paraplanningFull study support towards the Level 4 DiplomaMentoring from experienced paraplanners and advisersHybrid working and excellent work-life balanceLong-term progression opportunities, including a future route into advisingWorking PatternHarrow-based officeHybrid working available (typically 2-3 days from home)Friendly, collaborative team environmentPackageUp to £38,000 basic salary (depending on experience)Full study supportPensionClear ..... full job details .....
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