We are currently looking for a Trainee Paraplanner to join our clients, a highly successful Independent Financial Practice with a team of advisers who have a wealth of experience. This is a unique opportunity to learn from seasoned professionals, gain hands-on experience and embark on a journey towards becoming a proficient paraplanner.
Our clients offer a clear career path with excellent progression opportunities in a friendly environment alongside experienced advisers. The successful candidate must have experience working as a Financial Administrator or Paraplanner within a Financial Advisors.
Working hours:
- Full Time
- Hybrid-working basis (Monday to Thursday in the office & Friday WFH)
The successful Trainee Paraplanner will be offered:
- Basic Salary up to £36,000
- 25 days plus bank holidays
- Free Parking
To be considered for the role of Trainee Paraplanner, you must have
- Previous administrative experience working within a Financial Advisors, either within Financial Administrator or Paraplanner role.
- Organised and efficient with excellent attention to detail
- Ability to prioritise and be proactive.
- Strong analytical and numerical skills
- Strong IT skills, specifically in Microsoft Word, Excel and Outlook
Trainee Paraplanner responsibilities:
- Preparing analysis of the client’s existing portfolio
- Provision of technical support to Advisers
- Working closely with the Adviser to research and formulate appropriate advice.
- Preparation of Recommendation Reports and supplementary documentation
- Adherence to compliance procedures, core values and high standards of client service
- Regular liaison with product providers, account managers and clients
- Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs