Throgmorton Capital Management
Trainee Paraplanner
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Role Description
This is a full-time, on-site role based in Barrowford for a Trainee Paraplanner. In this role, you will assist financial advisers by preparing detailed reports and recommendations, conducting financial research, and analyzing client portfolios. Your work will involve supporting the team with financial planning tasks and ensuring compliance with regulations while delivering high-quality client service. This is a great opportunity to develop your skills as a paraplanner, whilst studying towards your qualification.
Roles & Responsibilities
- Uploading client data to our CRM system
- Completing application and transfer documents
- Supporting the company’s advisers
- Generating ideas to improve our business
- Dealing with client queries
- Data gathering and Investment research
- Arranging adviser/client review meetings
- Writing suitability advice reports
- Issuing client welcome letters
- Completing client review reports
- Inputting information into cashflow planning software
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Skills and Experience
- Work accurately with a high level of attention to detail
- Analyse numbers and statistics
- Use Word, Excel, and PowerPoint to a good level with excellent IT skills
- Communicate clearly
- Work independently and as a team
Benefits
- Salary of £28,000
- 25 days holiday (excluding Bank Holidays)
- Pension with 3% employer contribution, alongside a 5% employee contribution
- Financial and Academic support studying for the exams
- Study Leave (1 day per exam)
- Financial assistance for training and qualifications
- Parking onsite
- Some flexibility of working arrangements and working hours
Get help with your application
Your very own career expert that helps elevate your application to the next level.
How to apply
If you have the experience and the desire to make a difference in this expanding company, please register your interest in confidence.
Please send your CV and a short covering letter to aylin.bayraktar@throgmortoncm.co.uk explaining why the opportunity interests you and why you would be a valuable addition to our team.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills