Trainee Paraplanner

Trainee Paraplanner Job Description Template

Our company is looking for a Trainee Paraplanner to join our team.


  • Provide technical support and back up to the Financial Consultant;
  • To conduct group scheme meetings with clients referred by the Company in an effective and efficient manner;
  • Preparing of illustrations, key feature documents and all other information to meet compliance and support the advice process;
  • Producing detailed reports;
  • Creating client portfolios;
  • Process new business and track to completion;
  • Gathering and analyzing data;
  • Remaining compliant at all times;
  • Create illustrations in line with Adviser recommendations;
  • Preparation of illustrations and key documents;
  • Statistical analysis;
  • Conducting research and write suitability reports and letters on a number of subjects in accordance with company and compliance guidelines;
  • Perform critical yield calculations to determine plan viability;
  • Obtaining relevant research relating to proposed advice;
  • Dealing with client queries.


  • Experience working in financial services administration for an IFA practice;
  • Familiarity with back office software;
  • Good communication skills and telephone manner;
  • Familiarity with MS Office, particularly Word, Excel and Outlook;
  • Ability to manage own workload;
  • Strong team player with a can-do attitude towards the daily challenges of a busy Practice;
  • Able to work under pressure to meet specific time deadlines;
  • Desire and commitment to progress personally within Financial Services;
  • Articulate, numerate and able to maintain the highest degree of integrity and confidentiality;
  • Previous experience of working within Professional or Financial Services sector;
  • Excellent attention to detail and strong technical skills.