Lime Search & Select Ltd

Contact:   02031371033

Learn Inspire Motivate Educate

Trainee Paraplanner

Job Description

My client is a Financial Advisory, Asset Management firm, providing high quality Financial Advice to both Individuals and Businesses.

We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA’s, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, writing suitability reports, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures.

The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3, RO4, RO5, RO6).

This company provides an excellent training programme, coupled with very strong benefits structure including 30 days holiday.

Additional information


Financial Services


£23-28k +bens +training





If you would like to apply for this vacancy by uploading your CV to Lime then please use the form below.

Vacancy Application
We would love to hear from you! Please fill out this form and we will get in touch with you shortly.

Your Name*

Your Email*

Date of Birth*

Where do you live*

Application Statement*

Please include why you would like to be considered for this Apprenticeship

Captcha: captcha

Upload your CV*