Due to internal promotion, Eldon is looking to recruit Trainee Paraplanners to join our highly qualified team. Eldon is an established Chartered Financial Planning firm, specialising in complex technical planning. We pride ourselves on our close working relationships with our clients, and using our expertise to enable our clients to have the power of choice.
The purpose of the Paraplanning role is to support the Financial Planners in providing suitable financial advice to existing and prospective clients. Working to gather and provide relevant client information that supports the provision of high quality advice through ethical and compliant measures.
Key responsibilities for the role will include;
• Supporting our Chartered Financial Planners
• Effectively applying the principles of know your client, and to be able to analyse client information conscientiously and accurately
• Preparing documentation pre and post client meetings which is reflective of the client discussions and recommendations
The ideal candidate will be qualified in the Diploma of Regulated Financial Planning (part qualified candidates must be willing to study to complete qualification), have experience of working in Financial Services in an Technical Admin or Trainee Paraplanning role, demonstrate significant ability to work as part of a team and ability to work in a fast pace role where acute attention to detail in paramount. We have a strong history of training graduates to a high level and would also be happy to consider bringing graduates into the role.
People matter at Eldon and in return we will offer; study support, mentoring from our Chartered Financial Planners and a clear career path to either career Paraplanner or Chartered Financial Planner.
If you would like more information and have a passion for developing your technical side to deliver a top class service to clients then get in touch with Suzanne Wishart at our office by telephoning 01325 318000 or via email
We always acknowledge contact from those interested and, if appropriate, we will arrange a good time for us to meet. Unless you ask us not to, we will keep your details on file so that, should an appropriate position come up in future, we are able to contact you.