Location: LeedsEmployment Type: Full-timeAbout the RoleThis is an excellent opportunity for someone looking to start their career in financial planning and paraplanning. As a Trainee Paraplanner, you will support a team of Financial Advisers by assisting with research, report writing, client administration and compliance. This role is designed for individuals who are motivated to learn, develop technical expertise and work towards recognised industry qualifications.Key ResponsibilitiesTechnical SupportAssist in preparing suitability reports and personalised financial plans.Use cashflow modelling tools to demonstrate client outcomes.Research financial products including pensions, investments, protection policies and tax-efficient solutions.Support the analysis of client data to help formulate recommendations.Client AdministrationGather and organise client information from fact-finds and documentation.Liaise with providers, platforms and pension companies to obtain policy details.Maintain accurate client records on Intelligent Office.Prepare valuations and documentation for client review meetings.Compliance and DocumentationEnsure all client files meet regulatory and internal compliance standards.Assist with file checks as part of the training programme.Support advisers in ensuring all recommendations meet regulatory requirements.Team CollaborationWork closely with advisers, paraplanners and administrative colleagues.Participate in internal training, meetings and development ..... full job details .....