About this role
Are you currently working in financial services and looking to take the next step towards becoming a qualified Paraplanner?
We're partnering with an award-winning financial planning firm that's built an outstanding reputation for client service and employee satisfaction. They're looking for a motivated and enthusiastic Trainee Paraplanner to join their team, offering a fantastic opportunity to develop your technical knowledge, gain hands on experience and work towards your Diploma qualification.
This is a business that genuinely values collaboration, with a supportive, family feel culture and a true team first approach. You'll be surrounded by experienced professionals who can support your development and help you build a long term career in financial planning.
What's in It for You?
Salary of £35,000–£38,000, depending on experience Supportive, friendly and collaborative team Opportunity to work towards your Diploma in Financial Planning Ongoing training, mentoring and professional development Hands-on experience across a range of financial planning areas Clear opportunities to progress your career Modern offices in Taunton
What We're Looking For
Previous experience within financial services, ideally in an IFA administration or paraplanning support role. A genuine desire to develop a career in paraplanning and work towards Diploma level qualification. Currently studying towards the Diploma in Financial Planning or motivated to begin studying. Strong analytical skills and excellent attention to detail. Good written communication and organisational skills. A proactive approach, willingness to learn and the ability to work effectively as part of a team.
If you're looking for a role where you can develop your technical skills, gain valuable experience and work towards becoming a qualified Paraplanner within a supportive and established firm, we'd love to hear from you.