Trainee Paraplanner

My client is a growing chartered financial planning business and they are currently looking for a Trainee Paraplanner to join their firm in Chorley.

About the role

To accurately interpret the adviser’s client files to ascertain the client’s needs and advisers instructions to translate this successfully into a Financial Planning Report
To carry out appropriate research and analysis to determine the most suitable providers, products and investment funds to meet the client’s needs
To liaise with the Technical Team Leader in the first instance to ensure that they are kept up to date as to the nature of advice being passed through paraplanning
To liaise with the Compliance Team in regard to work that requires pre-sale authorisation
To prepare the report within an agreed timescale
To ensure that the Financial Planning Reports are accurate in regard to spelling and composition
To ensure that recorded data is accurate and updated on a regular basis (Paraplanning log)
Commit to a Personal Development Plan and maintain all standards of performance as required by the firm

About you

Working towards Regulated Diploma in Financial Planning
(Level 4)
Understanding of UK financial regulatory framework and legislation
Good communication skills, both written and verbal
Good computer skills, proficient in Outlook, Word, Excel and PowerPoint
Good interpersonal skills, collaborative working style and commitment to completing tasks in a timely and efficient manner
High level of attention to detail
A demonstrated commitment to high professional ethical standards and a diverse workplace
Ability to work within a team
Ability to progress under the supervision of the Technical Team Leader
Ability to multitask and prioritise work effectively
Capable of operating in a fast paced and challenging environment

Main benefits:

Competitive salary
28 days holidays (plus Bank holidays)
Supported learning and development
1 hour early finish Fridays along with Friday dress down
Work Place Pension
Exam and study leave
Staff spot bonus (monthly nominations)
Employee Assistance Programme

For more information please contact Graeme Hyland on or email

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