We are working with a successful financial services organisation based near Deeside to recruit for a Trainee Paraplanner to join their growing business.
Client Details
This is a very successful firm has a number of various companies specialising in different aspects of financial services, including financial advice, insurance, pensions, mortgages among others, supporting private clients and companies through the UK.
Based near Deeside, this chartered firm have established and reputable people working there, which will be the perfect environment for a Trainee Paraplanner to develop their skill set and experience.
Description
As Trainee Paraplanner, you will support the Senior Paraplanner for several financial consultants. Day to day, you will be responsible for:
- Assisting the Paraplanner with the review process, preparing client valuations and making notes following meetings
- Assisting in preparing suitability reports
- Helping process new business and other administrative duties such as providing management information and booking in client meetings
- Liaising with providers and other third parties and collate information to support making recommendations
- Analysis of existing assets to identify improvement of client outcomes through offering of alternative products
- Collating information for quotes, illustrations and making comparisons for analysis
- Preparing financial reviews for clients
- Ensuring all compliance procedures and policies are adhered to
Profile
The successful applicant for this role must have the following skills and experience:
- Ideally have some experience working in an IFA in a similar or administrative role
- Ambition to learn and progress, with desire to study towards a diploma if not already
- Excellent communication skills
- Strong attention to detail and work to a high level of accuracy
- Strong work ethic and proactive approach to adding value
- Well organised and work well to tight deadlines
Job Offer
As Trainee Paraplanner, you will get a marketing leading package which includes:
- Salary up to £30,000
- Study support
- 25 days holiday
- Company pension scheme
- Healthcare
- Good opportunities to progress into full paraplanning role
- Social events