Trainee Financial Planner

Barwells Wealth provides caring, dependable financial planning across the East Sussex area. They support business owners, retirees and those approaching retirement.

For over 25 years, they’ve been a safe pair of hands, offering straightforward, truthful advice and always keeping client’s goals in mind.


Their Core consists of:

• A Client-centric Approach
• Continuous Learning and Innovation
• Empowerment through Education
• Long Term Relationships

Package Details:

The successful candidate will receive a Salary of £35,000 - £45,000 Per Annum

Other benefits include:

• Pension Scheme
• Bupa cash health plan
• Cycle to work scheme
• 25 days annual leave + Bank Holidays + an extra day off for your birthday
• We would like you to note that there are three resident Pugs in the office

Purpose of the role:

The purpose of this role is to act as a Paraplanner within the business, with a view to becoming a Financial Planner. This includes performing senior administrative duties, client research, report construction and client contact ensuring the highest possible standard of client service, working closely with Financial Planners and Administrators, to support the client advisory process, playing a key role in the business.

Duties and Responsibilities:

Your duties will include but not be limited to:

• Identify and obtain information necessary to compile clients recommendation/cash flow forecast.
• Compile draft net worth statement; income and expenditure statements and financial cash flow forecast
• Carry out technical calculations.
• Undertake research both independently and with the Financial Planners to identify suitable solutions to meet the client’s needs.
• Produce clear, technically accurate, compliant and concise Financial Plans and Suitability Reports as per Advice Process.
• Undertake necessary research and analysis including fund analysis, product comparison, product analysis, fund research, charges analysis.
• Follow the advice process for new and existing clients, record, monitor and report on progress.
• Ensure that potential service delivery failures are brought to the attention of Directors.
• Deliver an efficient and valuable service by operating in a timely fashion and offering constructive ideas and feedback.
• Check files are fully compliant.
• To build a strong working relationship with the Advisers in order to provide exceptional support in the delivery of their business strategy.
• To provide consistent, effective communication allowing clients to have confidence that their instructions and requests are understood.
• To drive your own Continual Professional Development by seeking opportunities to upskill in areas that you have gaps in knowledge and work collaboratively with other team members to cross skill.
• Liaising with Directors on a regular basis, to be agreed, to update, maintain and review work in progress and task lists.
• Compile meeting preparation packs and attend meetings when required.

The Ideal Employee:

• Minimum 3 years of paraplanning experience.
• On route to completing Level 4 Diploma in Financial Planning – DipPFS or equivalent.
• Working towards Chartered would be a bonus.
• You will have a working knowledge of core financial products including pensions, ISAs, Investment Accounts, Bonds, Venture Capital Trusts, Enterprise Investment Schemes and all forms of protection.
• To be aware of all relevant FCA regulations and guidelines relating to financial services, including MiFID II, GDPR & PRIIPS.
• To be efficient, diligent, and disciplined in all tasks undertaken.
• Must be a great team player and be able to work collaboratively and effectively with colleagues.
• High attention to detail.
• The ideal candidate will have knowledge and proficiency in investment research tools and analysis.
• Experience of cash-flow planning tools.
• Excellent organisation, communication, and numeracy skills both written and oral.
• The ability to work accurately under pressure of tight deadlines.
• The ability to prioritise tasks and remain calm under pressure.
• The ability to work from your own initiative.
• Excellent accuracy and attention to detail.
• To have a forward-looking, can-do attitude when dealing with client instructions.
• You will have the required skills in Adobe, Word, Excel and Outlook, alongside other system specific knowledge, to create all necessary documentation, templates and reports to brand guidelines.

Experience required: Minimum 3 years of Paraplanning experience.

Qualifications required: Level 4 Diploma in Financial Planning DipPFS or Equivalent.