Trainee Paraplanner
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Job Summary
Trainee Paraplanner
Bristol Full-time
Financial Planner Assistant role with clear paraplanner pathway
Are you an experienced IFA Administrator ready to step up
Were looking for someone ambitious who wants structured development real mentoring and a clear pathway into paraplanning.
Youll join initially in a Planner Support role building strong technical foundations before progressing into an Assistant Paraplanner position as you progress with your CII Diploma exams and gain more experience.
The role
Working closely with a Financial Planner youll help prepare implement and review high-quality financial plans.
Youll support with:
- Preparing client meeting documents and fact finds
- Gathering provider and platform information
- Assisting with cash-flow modelling
- Drafting suitability reports (as you develop)
- Managing workflows and implementation
- Acting as a professional point of contact for clients
Youll gain exposure to pensions investments protection and suitability reporting developing both technical expertise and confidence.
Your development
Over your first 12 months youll:
- Strengthen your financial planning knowledge
- Receive mentoring from experienced paraplanners
- Be supported towards CII Diploma exams
- Progress into Assistant Paraplanner when ready
About you
You may be:
- An experienced IFA Administrator
- A Senior Administrator seeking progression
- Part-qualified (or ready to begin) CII Diploma
Youll ideally have 3 years financial services experience strong attention to detail excellent written skills and good knowledge of pensions investments and FCA standards.
Ambitious but not ticking every box Wed still like to hear from you.
Why join
- Clear progression into paraplanning
- Study support and mentoring
- Supportive collaborative office culture
- Flexible working
- Excellent Bristol location
Benefits include: bonus scheme pension private medical life insurance gym membership wellbeing programme and more.
Apply now
Aspire Financial Planning is partnering with Recruitment Rebellion Limited on this hire.
Applications are reviewed on a rolling basis and may close early.
You must have the right to work in the UK.
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