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:
- Previous financial planning administration experience
- Attention to detail
- Excellent written and verbal communication skills
- Interest in completing Level 4 Diploma in Financial Planning
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Advice firm based in Knutsford on a Trainee Paraplanner role.
Our commitment to you:
- Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
- Take a holistic mindfulness approach - career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.
Additional information:
Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.