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Financial Services



Type of Position: Trainee Paraplanner - Farnborough
Pay: £25k - £32k

Trainee Paraplanner - Farnborough

Our client is looking for a Trainee Paraplanner to join their team in Farnborough.

Key responsibilities:

  • To review and quality check Private Client fact finds to ensure the information provided allows you to conduct fund and product research, in preparation of drafting the report.
  • To set down holistic financial planning advice for each client using the information provided to draft a recommendation report. To build upon own knowledge and expertise to construct and draft advice reports where this falls outside of the standard reports, preparing a report for sign off by the Adviser. 
  • To collate all documentation to support the recommendations.
  • Meet set individual targets for productivity and quality. 
  • Update internal systems with case progress so this can be tracked to new business receipt. 
  • Ensure all record keeping is maintained on back office systems ensuring documents are imported or scanned in a timely manner to support the recommendation.
  • Liaise with Business Support staff where administrative support is required at pre-sales. 

Experience and Skills:

  • Planning & Organising
  • Resilience
  • Technical Knowledge 
  • Customer focus
  • Attention to detail
  • Excellent analytical and evaluation skills
  • Good IT skills
  • Excellent communication skills
  • Analytical skills
  • Practical knowledge of financial planning, pensions, investments, wealth, management, life assurance, tax matters and corporate financial advice 
  • Excel and Word 
  • Previous experience in an IFA firm is essential 
  • Experienced sales support with minimum of 2 years’ experience and wishing to progress to a Trainee Paraplanner, with the end goal of becoming a fully competent Paraplanner 
  • Working toward Diploma Level 4. 

Full Diploma in Financial Planning will need to be completed to move into a full Paraplanner role 


If you are interested in this position, please email your CV to 

Apply for this job

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