Paraplanner Trainee Adviser
other jobs Cameron James
Added before 4 Days
- England,Yorkshire and The Humber,West Yorkshire,Huddersfield
- Full Time, Permanent
- £35,000 - £60,000 per annum
Job Description:
We are recruiting for a good and experienced paraplanner ready to step into advising.
Our clients are a qualified chartered accountants and independent financial advisers who provide expert advice based in the centre of Huddersfield.
As Paraplanner (planning to move into a trainee adviser role), you’ll support a principal adviser with administrative and paraplanning duties before progressing to shadowing and eventually leading client-facing activities.
This role is your first step toward becoming a fully qualified adviser. As the primary Paraplanner, you will embark on a dynamic role at the heart of financial planning, working closely with the adviser to deliver tailored solutions.
This collaborative position requires a keen ability to listen to client needs, engage in insightful discussions with the adviser to understand objectives and proactively pull together comprehensive financial solutions. You will also have the confidence to constructively challenge ideas and propose alternative perspectives. You will have a clear two-year plan that will see you progress and develop into a trainee adviser position.
Key Responsibilities Financial Planning Support Assist adviser in preparing holistic financial plans and recommendation reports, tailored to client objectives. Contribute to strategy discussions, particularly on complex planning cases.
Cashflow Modelling Develop cashflow models to evidence income sustainability or future financial needs. Report Writing Draft clear and compliant suitability reports, letters, and client documentation that align with FCA regulations and internal compliance policies. Research & Analysis Undertake detailed research on financial products, legislation, and investment strategies. Present findings clearly and contribute to advice formulation.
The role will be shadowing a senior planner, doing all their meeting prep and suitability reports whilst being assigned clients over a 2 year period. At the end of the 2 years, they’ll be a successful holistic planner with a bank in their own right.
Packages paid between £35-50k, potentially rising to £60k at the end of the 2 year period (in todays money).
Our clients are a qualified chartered accountants and independent financial advisers who provide expert advice based in the centre of Huddersfield.
As Paraplanner (planning to move into a trainee adviser role), you’ll support a principal adviser with administrative and paraplanning duties before progressing to shadowing and eventually leading client-facing activities.
This role is your first step toward becoming a fully qualified adviser. As the primary Paraplanner, you will embark on a dynamic role at the heart of financial planning, working closely with the adviser to deliver tailored solutions.
This collaborative position requires a keen ability to listen to client needs, engage in insightful discussions with the adviser to understand objectives and proactively pull together comprehensive financial solutions. You will also have the confidence to constructively challenge ideas and propose alternative perspectives. You will have a clear two-year plan that will see you progress and develop into a trainee adviser position.
Key Responsibilities Financial Planning Support Assist adviser in preparing holistic financial plans and recommendation reports, tailored to client objectives. Contribute to strategy discussions, particularly on complex planning cases.
Cashflow Modelling Develop cashflow models to evidence income sustainability or future financial needs. Report Writing Draft clear and compliant suitability reports, letters, and client documentation that align with FCA regulations and internal compliance policies. Research & Analysis Undertake detailed research on financial products, legislation, and investment strategies. Present findings clearly and contribute to advice formulation.
The role will be shadowing a senior planner, doing all their meeting prep and suitability reports whilst being assigned clients over a 2 year period. At the end of the 2 years, they’ll be a successful holistic planner with a bank in their own right.
Packages paid between £35-50k, potentially rising to £60k at the end of the 2 year period (in todays money).
Job number 3348313
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Company Details:
Cameron James
Company size: 10–19 employees
Industry: Recruitment Consultancy
Cameron James are a professional recruitment agency and strategic resourcing partner dedicated to giving our candidates and clients the unique persona...