Trainee Paraplanner / Part-Qualified Paraplanner / Financial Services Administrator Are you looking to build a career in financial planning? Whether you’re a Financial Services Administrator looking for progression, a Part-Qualified Paraplanner, or a Trainee Paraplanner, this role offers an excellent opportunity to develop your skills in a supportive, professional environment. We are a highly regarded financial planning firm, looking for an ambitious individual to join our team. This role will provide exposure to paraplanning responsibilities while also covering a range of administrative tasks to support advisers and ensure a seamless client experience. The Role You’ll work closely with Advisers, Paraplanners, and the Operations Team, ensuring all client interactions and financial planning processes run smoothly. Key Responsibilities: ? Assist in researching and analysing financial products and client strategies. ? Support the preparation of suitability reports and cash flow models. ? Maintain accurate client records and ensure all documentation is up to date. ? Liaise with providers and third parties to obtain relevant policy information. ? Help organise and prepare materials for client meetings. ? Ensure compliance with regulatory requirements and internal policies. ? Provide general administrative support to the financial planning team. What We’re Looking For ?? Experience in financial services administration, paraplanning, or a similar role. ?? Working towards Diploma in Financial Planning (or keen to start/continue studying). ?? Strong organisational skills with excellent attention to detail. ?? Ability to work efficiently in a fast-paced environment. ?? Strong communication skills and a client-focused mindset. ?? A proactive approach to problem-solving and improving processes. This is a fantastic opportunity to grow within a firm that values career development. If you're looking for a role that offers training, professional progression, and the chance to work in a highly respected financial planning team, let's have a chat.