Trainee Paraplanner

Gemini Wealth Management Limited • Permanent • Sutton Coldfield, West Midlands, England, United Kingdom • £35k / year • 1d ago

Job Title: Trainee Paraplanner

Location: Sutton Coldfield (office based)

Salary: From £35k per annum depending on experience and qualifications

Job Type: Full-time, Permanent

Working Hours: 8.30am - 5pm Monday to Thurs, Friday 9am - 1pm

About us:

Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey.

We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals.

About the role:

We are seeking a detail-oriented and proactive Trainee Paraplanner to join our team within a dynamic Independent Financial Adviser (IFA) firm. This role is critical in providing technical support to financial advisers, our outsourced paraplanning provider, and compliance team. The successful candidate will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes.

Key Responsibilities:

Provide technical support to our financial adviser team.
Calculate and assess Capital Gains Tax (CGT) liabilities on investment disposals, including use of annual exemptions, allowable losses, and asset histories.
Undertake chargeable event gain calculations for investment bonds and liaise with product
Draft Suitability Reports and client recommendation letters ensuring accuracy and compliance.
Assist in gathering, verifying, and analysing client data including fact finds, policy information, valuations, and cashflow reports.
Liaise with product providers and platforms to obtain information, quotes, and up-to-date investment valuations.
Monitor workflow and ensure all tasks are completed in line with service level agreements and compliance requirements.
Maintain accurate and compliant client records in CRM and back-office systems (Intelligent Office).
Support the compliance team in ensuring all documentation and advice processes adhere to FCA regulations.
Contribute to the continuous improvement of operational processes and documentation standards.
Act as a point of contact for adviser queries regarding technical matters.

About you:

Existing IFA paraplanning experience and part way through Diploma is preferred
Attention to detail
Able to work well within a team and individually

What we offer:

A competitive salary and benefits package
The opportunity to work within a supportive and growing IFA environment
Career progression and professional development support
A collaborative and ethical company culture

If this role sounds suitable for you, please click apply so submit your CV and Cover Letter.

Candidates with experience of; Junior Paraplanner, Assistant Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Research Analyst, Financial Planning Assistant, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.

You may also be interested in these jobs

Senior Purchase Ledger Clerk

Transaction Recruitment • Temporary • Remote (Coventry, West Midlands, England, United Kingdom) • £30k - £33k / year • 8h ago

Accounting & Finance Work From Home

Transaction Recruitment are supporting our Coventry based client in their search for an experienced Senior Purchase Ledger Clerk to join them on an initial twelve month contract basis. This is an exciting opportunity to...

8h ago

Apply

Purchase Ledger Clerk

Acorn by Synergie • Temporary • Stafford, Staffordshire, England, United Kingdom • £13.50 - £14 / hour • 10h ago

Accounting & Finance

Purchase Ledger Clerk / Accounts Payable Clerk / Finance Assistant / Accounts Administrator Stafford | £13.50-£14.00 per hour (DOE) | Full-Time | Temporary to Permanent Introduction Acorn by Synergie is recruiting a Purc...

10h ago

Apply

Purchase Ledger Clerk

Transaction Recruitment • Temporary • Remote (Birmingham, West Midlands, England, United Kingdom) • £28k / year • 10h ago

Accounting & Finance Immediate Start Work From Home

Transaction Recruitment are supporting our Coleshill based client in their search for an experienced Purchase Ledger Clerk to join them on an ongoing temporary assignment, offering an immediate start. My client is lookin...

10h ago

Apply

Purchase Ledger

SF Partners • Temporary • Halesowen, West Midlands, England, United Kingdom • £13.34 / hour • 10h ago

Accounting & Finance Immediate Start

SF Recruitment are recruiting for an accounts payable assistant on a temporary to permanent basis, based in Birmingham city centre. You must be immediately available to be considered for this opportunity. Key responsibil...

10h ago

Apply

Purchase Ledger Assistant

Trinity Professional • Permanent • Wolverhampton, West Midlands, England, United Kingdom • £24k / year • 10h ago

Accounting & Finance

We are recruiting on behalf of our client, a well-established business based in Wombourne, for a Purchase Ledger Assistant to join their finance team. This is an excellent opportunity for an organised and detail-oriented...

10h ago

Apply

You may also be interested in these jobs

Senior Purchase Ledger Clerk

Purchase Ledger Clerk

Purchase Ledger Clerk

Purchase Ledger

Purchase Ledger Assistant

HIREDONLINE

JOB SEEKERS

RECRUITERS

TOP SEARCHES