As part of their ongoing growth plans, our client, a well-established wealth management firm, is looking to add additional resources to their paraplanning team and are recruiting for a Trainee Paraplanner.

Reporting to the Senior Paraplanners, the individual will be based out of offices near Chester-le-Street and the role will offer hybrid working, if desired, after an initial training period. As a Trainee Paraplanner, supporting up to 10 Advisers, your role will be varied and as you develop, you’ll gain experience across more complex work. This opportunity offers development within a paraplanning capacity and will appeal to career Paraplanners.

Initially, you’ll gain exposure to basic paraplanning tasks and as your experience grows, your responsibilities will increase to include:-

·        Obtain and verify information from the Adviser
·        Liaise with the Adviser and Client as appropriate, to complete any required information
·        Gather ceding scheme information from third parties
·        Use checklists to ensure quality of documentation is suitable
·        Prepare suitability letters and reports, in liaison with administrators
·        Take responsibility for updating Client files and system records, as required, in respect of suitability letters, reports and ceding scheme information
·        Liaise with Head Office administration centres, as appropriate
·        Work within and stay up to date with template changes and advice notes
·        Support other team members, when required
·        Attend forums and workshops