Trainee Paraplanner - BMC Recruitment Group : Job Details

We're looking for a Trainee Paraplanner to join our client's growing team and take the first step towards becoming a qualified financial planning professional.This is a fantastic opportunity for someone with a basic understanding of financial products and services who's eager to learn, grow, and gain industry-recognised qualifications.Your role:

• Supporting experienced Paraplanners and Financial Advisers in preparing financial reports and client documentation
• Conducting product and fund research
• Assisting with administrative duties related to financial planning
• Learning the ins and outs of cashflow modelling, tax planning, pensions, investments, and protection
• Working towards the Diploma in Regulated Financial Planning (CII) or equivalent qualification

Who we're looking for:

• A genuine interest in financial advice and planning
• Basic knowledge of financial products such as pensions, ISAs, and investments
• Strong attention to detail and willingness to learn
• Excellent written and verbal communication skills
• Ideally, some experience in a financial services environment (but not essential)
• Desire and commitment to work towards professional qualifications

What you'll receive:

• Full support and funding towards CII qualifications
• On-the-job training with mentorship from experienced professionals
• Opportunities for career progression into Paraplanning or Advisory roles
• A friendly, collaborative work environment
• Flexible working options