Trainee Paraplanner
About Our Client
Providing holistic financial advice across various areas, the company has built up a strong reputation for providing a client-focused approach and has grown significantly over the last 10 years.
Job Description
As Trainee Paraplanner, you will take on duties such as:
1. Assisting in basic report writing
2. Assisting in researching financial products for each individual client's needs
3. Carrying out reviews and dealing with client queries quickly and efficiently, being a point of contact for clients
4. Submitting plans to third-party providers
5. Maintaining a hands-on approach to the required administrative needs, ensuring everything is accurate as well as compliance with company and other financial regulations
The Successful Applicant
This role would suit someone who is currently in an IFA Administration role, or similar, looking for a step into Paraplanning, or someone who has experience working in a support role for a Paraplanning team. Ideally, you will have:
1. Strong knowledge of investment and other financial products
2. Excellent communication skills
3. Attention to detail
4. Strong customer service mindset
5. Excellent analytical and problem-solving skills
What's on Offer
As Trainee Paraplanner, you will get:
1. Salary paying £28,000-32,000
2. Study support if applicable
3. 25 days holiday
4. Company pension scheme
5. Private healthcare
The role will be 5 days office-based so ideally you need to be within a commutable distance of Altrincham.
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