Job Title: Trainee Paraplanner
Industry: Financial Planning
Location: Knutsford
Salary: Up to £30,000 (negotiable dependent on experience)
Job Reference: 9300
Job Description:
Recruit UK is delighted to offer an exciting opportunity for a Trainee Paraplanner to join a highly respected and thriving Financial Planning firm based in Knutsford. Due to continued business growth, our client is expanding their team and is seeking a motivated individual to support their friendly and dynamic team.
Duties will include but not limited to:
* Research and prepare reports for the financial adviser
* Obtaining illustrations
* Providing support to the Senior Paraplanners
* Preparing suitability reports
* Undertaking product and fund research
* Liaising with clients and Financial Planning team throughout the advice process, helping to manage the client relationship
* Managing and prioritising tasks and workload
* Following compliance and ensuring there is a clear audit trail
Benefits:
* Salary up to £30,000
* Flexible working
* Company pension
* Fully supported exams and progression
* 4x death in service
* Parking
* 25 days annual leave plus bank holidays
Skills and experience required:
1. Previous financial planning administration experience
2. Attention to detail
3. Excellent written and verb...