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Trainee Paraplanner

  • Salary: £22000 - £25000 per annum + benefits package
  • Location: Wakefield, West Yorkshire
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    20 Jun 2018
  • Job reference: 31122

Are you looking to train to become a Paraplanner and not being offered the progression opportunities within your current practice? Are you looking to work for a chartered firm and work with some of the best talent in the market?

My client are a well established chartered independent financial advisory practice who are looking for Trainee Paraplanners to join their team in Wakefield due to expansion of the business. The successful individual will report into the operations side of the business and support Advisers in non-client facing tasks. You will work within a team of experienced Paraplanners surrounded by different levels of ability.

Once qualified you will be expected to check that all paperwork is compliant to the FCA regulation, they will check the risk profile of the client has been determined correctly. Prepare documentation such as illustrations, suitability letters and draft recommendation reports that will be discussed with the Financial Adviser.

To be successful:

  • A full understanding of the financial planning process
  • General background of FCA regulations, financial crime and money laundering legislation as well as a deep understanding of data protection would be of use but not essential
  • Some knowledge surrounding pensions, investments, taxation and protection
  • Working towards the Level 4 Diploma in Financial Planning
  • Soft skills such as time management, independent working and attention to detail are key in this role
  • IT skills including software packages such as Iress, FE Analytics and PPOL


In reward you will be offered a competitive training salary of £22,000 plus which is negotiable dependent on experience, a full employee benefits package as well as free parking, socials and support and payment of industry specific qualifications as well as training and support.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

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