Are you a Senior IFA Administrator or Trainee Paraplanner looking for the next step in your career? NJR Recruitment are partnered with a well established Chartered Financial planning firm who are currently looking for a Trainee Paraplanner to assist their Financial Planner in providing expert guidance to their clients. This Trainee Paraplanner will have a key role in preparing for client meetings by conducting analysis, opportunity spotting and drafting suitability reports. You will need to have a strong understanding of pre- and post-retirement planning, investments, and taxation. Key Responsibilities of the Trainee Paraplanner: " Build and maintain a professional working relationship with Financial Planners by regularly communicating to understand their priorities and requirements, helping to plan workload and meet service level agreements " Develop a thorough understanding of the advice process, including the suitability report format and FCA regulatory requirements, to ensure timely and compliant delivery " Understand each client's unique circumstances, including objectives, risk tolerance, and knowledge level, to ensure advice suitability, and offer alternative solutions to the Financial Planner as needed " Prepare client portfolio analysis and updates for meetings, ensuring all information is current and relevant " Conduct research and generate quotations to support client meetings and decision-making " Submit files for compliance review to the Compliance Director when required, ensuring all documentation is audit-ready " Provide regular updates to the Financial Planner, ensuring they're informed on progress and any issues " Develop collaborative relationships with product providers to facilitate smooth service and knowledge-sharing " Work closely with the internal team to exchange ideas, share best practices, and support the Office Manager in enhancing the overall client experience, while identifying areas for improvement " Perform additional duties as required to support the team and the organization " Ensure compliance with regulatory standards by meeting the Fit & Proper requirements on an ongoing basis " Take responsibility for self-development, staying up to date on industry regulations and completing continuing professional development (CPD) requirements Essential Experience/Qualifications: " Strong organizational and prioritization skills under pressure " Excellent verbal and written communication abilities " Confident in influencing at all levels " Highly numerate with keen analytical skills and attention to detail " Self-motivated and able to work independently and as part of a team " Previous experience in an IFA environment, with knowledge of retail investment products " Proficient in MS Word and Excel " Ability to balance commercial needs with compliance requirements Desriable Qualifications: " Familiarity with research tools and software (e.g., FE Analytics, Iress, Dynamic Planner) " Experience with Intelligent Office (IO) back-office system " Knowledge of Structured Products, IHT Planning, SIPP providers, and specialist funds " Understanding of industry legislation, including MiFID II, GDPR, and AML " Willingness to pursue continuous professional development, including Level 4 Financial Services Diploma qualification Key Skills and Personal Attributes " Positive, friendly, and service-oriented demeanor " Articulate communicator with an excellent telephone manner " Strong integrity and ability to maintain confidentiality " Hardworking and responsive, dedicated to high-quality service " Exceptional attention to detail and commitment to high standards " Ability to thrive both independently and within a team environment " Willingness to support colleagues and contribute to a collaborative team culture If you are ready for your next stage in your career and want to join a thriving company, then apply today or for more information please contact one of our specialist consultants and quote reference NJR15318 FIN