Position: Trainee Paraplanner
Location: Horsham, West Sussex (1 day per week working from home)
Minimum Requirements:
Salary/package: Up to £35,000 (depending on experience) + 22 days' annual leave (rising to 25) + pension + study support + DIS + various other benefits
YOUR NEW COMPANY
Our client is a well-established, award-winning boutique IFA firm which is part of a very successful UK-wide network. The company has significant plans to grow over the next 12 months and has just started the search for a Trainee Paraplanner to join its rapidly-expanding Administration team. The role can allow for 1 day per week working from home.
THE ROLE
Reporting to the firm's Paraplanner Manager, the Trainee Paraplanners' key duties will include:
- Undertaking research to reach conclusions and recommendations for clients
- Preparation of suitability letters
- Involvement in the company's research processes including platform due diligence
- Handling some client correspondence on behalf of the Financial Advisers
- Working alongside the Financial Advisers on advice strategies
- Using Intelligent Office as a back office system
- Studing for the Diploma in Regulated Financial Planning (level 4)
- General administrative duties
REQUIREMENTS:
Candidates interested in the Trainee Paraplanner vacancy will have the following criteria:
- A background in IFA administration
- Some paraplanning/report writing experience ideal but not essential
- Keen to study for the Level 4 qualification
- Possess excellent communication skills
- Live a commutable distance from Horsham
REMUNERATION / PACKAGE
The package for the Trainee Paraplanner role is as follows:
- Salary up to £35,000 (depending on experience)
- 22 days' annual leave (increasing 1 day per year until reaching 25 days)
- Auto-enrolment pension
- Study support
- Death in Service x 4
- Mental Health Wellbeing Scheme
- 1 day per week WFH after completing probation
- Pathway to become a Financial Adviser
Next steps:
If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.