TFP (The Financial Planning) is dedicated to revolutionising financial planning with innovation, inspiration, and adventure. Since our inception in 1995, we empower individuals by crafting bold, personalised financial strategies, transforming aspirations into tangible realities while promoting true wealth and freedom.
Role Overview:
The Trainee Paraplanner at TFP is a position designed to develop the skills and knowledge necessary to become a full Paraplanner. This role involves supporting Financial Planners through the preparation and maintenance of client files, learning to conduct technical calculations, and participating in essential research under supervision.
Key Responsibilities:
* Assist in preparing and maintaining client files and financial plans under supervision.
* Learn to conduct technical research and calculations related to financial products and services.
* Participate in ensuring the accuracy and compliance of financial recommendations.
* Support Financial Planners with administrative tasks and observe technical query handling.
* Engage in training and development activities to meet the competency levels required for a Paraplanner.
Skills and Qualifications:
* Required: Basic understanding of financial principles, strong analytical skills, excellent organisational capabilities, ability to work collaboratively, and high attention to detail.
* Preferred: A keen interest in pursuing a career in financial planning, with commitment to ongoing education and certification.
Experience Requirements:
Experience within a busy IFA practice preferred.
Education Requirements:
Minimum of A-Levels; pursuing or willing to pursue a Diploma in Financial Planning (DipPFS).
Competencies:
* Technical: Developing knowledge of financial software and tools.
* Behavioural: Strong interpersonal skills, proactive, team-oriented, with a budding passion for financial planning and client service.
Salary and Benefits:
* Salary Range: £30,000 - £34,000, depending on educational background and any relevant experience.
* Benefits: Comprehensive benefits package including 25 days holiday, flexible personal appointments, optional PMI, pension contributions, and fully sponsored financial planning certifications.
Work Environment:
* Location: Hybrid, flexible working arrangements as competency develops.
* Culture: Inclusive, innovative, and empowering, with a flat organisational structure that supports creativity and learning.
Reporting Structure: Reports to a Senior Paraplanner or Financial Planner, receiving mentoring and guided training.
Career Progression: Structured pathway to becoming a Paraplanner, with opportunities for advancement into senior roles based on performance and qualifications.
Diversity Statement: At TFP, we are committed to fostering an inclusive environment where diversity is celebrated.
Company Achievements and Awards: Recognised for innovative approaches to financial planning and employee development.
Unique Selling Points of the Role:
* Clear progression towards a skilled Paraplanner role.
* Direct involvement in client success from an early stage.
* Comprehensive training and professional development opportunities.
Flexible Working Options: Initial training period predominantly office-based with flexibility increasing with competence.
Professional Development Opportunities: Access to internal and external training programmes aimed at achieving necessary certifications and skills.
Impact of the Role: Supports the delivery of high-quality financial planning services, contributing to client satisfaction and retention.
Inclusion and Support Programmes: Access to mentorship, professional development workshops, and wellness programmes.
Testimonials from Current Employees: Shared in internal newsletters and on the company internet.