CAP Resourcing LTD
Trainee Paraplanner
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Trainee Paraplanner
📍 Bristol | 💰 Competitive Salary + Full Study Support
Are you an experienced IFA Administrator looking to take the next step towards becoming a Paraplanner?
Have you already started progression to your Level 4 Diploma (or are you planning to) and want to join a business that will genuinely invest in your development?
We're working with a highly respected, award-winning Financial Planning firm looking to recruit a Trainee Paraplanner to join their growing team. This is an outstanding opportunity to build on your administration experience while receiving hands-on mentoring, full paraplanning training, and ongoing support towards achieving your professional qualifications.
What's on Offer?
- Full study support for CII qualifications
- Structured career path to become a fully qualified Paraplanner
- Mentoring from experienced Advisers and Paraplanners
- Friendly, collaborative team culture
- Modern offices in Bristol
- Competitive salary and excellent benefits
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The Role
Working closely with experienced Financial Advisers and Paraplanners, you'll gradually develop your technical knowledge and take on increasing responsibility, including:
- Conducting product and provider research.
- Preparing suitability reports and recommendation packs.
- Supporting advisers with financial planning reports.
- Maintaining accurate client records and ensuring FCA compliance.
- Liaising with providers and clients to gather information.
- Assisting with pensions, investments, and protection cases.
- Developing your technical knowledge through structured learning and professional qualifications.
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What We're Looking For
- Previous experience working within an IFA or Financial Planning practice in an Administration or Client Support role.
- A good understanding of pensions, investments, and financial planning processes.
- Ideally studying towards your Level 4 qualification.
- Excellent attention to detail and strong organizational skills.
- Confident communication skills with a genuine passion for financial planning.
- A proactive attitude and eagerness to learn.
This is an excellent opportunity for someone who wants to move beyond administration and build a long-term career in paraplanning with a firm that is committed to your development every step of the way.
If you're ambitious, eager to learn, and ready for the next stage in your financial services career, we'd love to hear from you.
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