Trainee Paraplanner

Trainee Paraplanner Rayleigh Up to £30,000 Monday to Friday 9am to 5pm Are you an ambitious, detail-focused professional with experience in Mortgage Administration, Financial Services or Wealth Management? Do you want to take the next step in your career and progress towards becoming a qualified paraplanner? This is your opportunity to join a growing independent financial planning firm and build a rewarding career. The Role We''re seeking a motivated Administrator with financial services experience, eager to develop into a paraplanner and take their career to the next level. This role comes with a structured path into paraplanning, including fully funded exam support and study resources. You''ll take pride in getting things right, enjoy working in a structured, regulated environment, and understand the importance of accuracy and compliance.For the right candidate, there is clear scope to develop your skills, gain technical knowledge and progress into a paraplanning role. You''ll benefit from a structured career path, with fully funded exam support and study resources provided. Key Responsibilities You''ll play an integral part in the smooth running of the business and client experience, including:Support advisers and paraplanners in creating and delivering financial plansIssue, chase and summarise Letters of Authority (LOAs)Liaise with providers regarding LOAs and new business submissionsProcessing new business accurately and efficiently across several platforms, including ..... full job details .....