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Join Our Team - Trainee Paraplanner
May 19 2025
|
By
Freya Randall-Money
Join Our Team
Position: Trainee Paraplanner
Job description: Working at the heart of our advice process, you will join our paraplanning team as a trainee. Initially, you will spend a period of time within the Client Services Team to understand the core operations of the business. This experience will equip you with a comprehensive understanding of our processes and client interactions. Following this, you will transition into the paraplanning team, where you will become a skilled and knowledgeable paraplanner, helping our wealth managers deliver high-quality advice to our clients. We will provide support for you to undertake a comprehensive training plan that includes both practical skills and exams, and once complete, you will become a qualified Level 4 paraplanner with the CII Certificate in Paraplanning.
The right candidate should have a systematic, consistent, and structured approach to their work with great organisation and communication skills. You will be technical by nature and driven to learn all there is to know about paraplanning, becoming a real asset to the Taylor Money paraplanning team.
Daily Tasks
• Communications: discussing cases with advisers, preparing reports and letters, contacting providers as part of the research process, communicating and working with the Client Services Team when sending out reports, client correspondence when necessary (mostly email).
• Preparing and maintaining client files: confirming risk profiles and client objectives, identifying information, compiling cashflow analysis.
• Organising recommendations: identifying areas for planning, conducting research to find solutions, working with advisers to select appropriate asset allocations and investment strategies, preparing high quality and often complex Wealth Planning Reports.
• Implementing recommendations: completing application forms (where necessary), ensuring all compliance paperwork is in order, implementing plans with the help of the Client Services Team.
• Reviewing client files, portfolios products and processes: reviewing portfolios, working closely with the wealth managers to help add value to this process.
• Processing business: seeing cases through from start to finish, completing and checking paperwork, interacting with clients and companies to ensure information is correct, chasing for information and action where necessary and recording data on XPlan.
• Project management: take ownership of various advice-specific projects with the guidance of the wealth manager and management teams and be responsible for the delivery and reporting of these projects.
• Maintaining a tidy work environment: helping keep the office organised and tidy and a great environment to work in.
• Attend company events: support the team at various events to meet and greet clients and professional contacts.
Skills and requirements essential for this role:
• High level of attention to detail regarding written communication including spelling and grammar.
• Positive can-do attitude, motivated and willing to learn.
• Ability to work independently and as part of a team and manage/prioritise a busy workflow.
• Ability to explain and convey technical concepts in a clear and understandable format.
Salary: Starting salary of £25,000 per annum (plus bonus and benefits).
Company Overview: Taylor Money is a boutique, family-owned wealth management firm based in Falmouth, Cornwall. For 35 years we have been helping clients make good decisions with their money. We pride ourselves on investing our time with our clients to understand what is important to them now and in the future. This equips them with a financial plan enabling them to protect and provide for those that matter the most.
Rewards and Benefits:
• 25 days holiday per calendar year (not including bank holidays)
• Hybrid working available between home and the office
• Discretionary bonus each year
• Supported and encouraged professional development, with both funding and study time
• Life assurance scheme
• Company pension scheme
• Social events for employees throughout the year
• Personal development plan
• Enhanced maternity and paternity leave
• Long service rewards
Location: Taylor Money Ltd, Marina House, North Parade, Falmouth TR11 2TF
Hours: Full-time (9am – 5pm Mon-Thurs, 8am – 4pm Fri)
Position Start Date: 1st August 2025 (N.B. Applications are to be received by Monday 9th June, with first interviews scheduled for the week commencing Monday 16th June).
Application Process: If you would like to apply for the position, please send your CV and a covering letter outlining why you feel you would be a good fit for this position and what you could bring to the paraplanning team to freya@taylormoney.com by Monday 9th June.
Cornwall
01326 210131
enquiries@taylormoney.com
London
By appointment only
020 7167 6690
enquiries@taylormoney.com
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