Trainee Paraplanner|Development role 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: Assisting in basic report writing Assisting in researching financial products for each individual client needs Carrying out reviews and dealing with client queries quickly and efficiently, being a point of contact for clients Submitting plans to third party providers 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 Role 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: Strong knowledge of investment and other financial products Excellent communication skills Attention to detail Strong customer service mindset Excellent analytical and problem solving skills What's on Offer As Trainee Paraplanner, You Will Get Salary paying £28,000-32,000 Study support if applicable 25 days holiday Company pension scheme Private healthcare The role will be 5 days office based so ideally you need to be within a commutable distance of Altrincham. Contact: Martin Christian Quote job ref: JN-092024-6524092 Brand: PP