£23K/yr to £32K/yr
Bournemouth, England
Permanent, Variable

Trainee Paraplanner

Posted by Dynamite Recruitment Solutions Ltd.

  • Exams fully supported
  • Flexibility offered

The rare opportunity has come up for a Trainee Paraplanner / Senior Administrator to join a client of mine within an independent Financial Planning firm. This is a fantastic opportunity where you will be sat within a small team, supporting the fully qualified paraplanner and Advisors and learning off them whilst completing your exams to be a fully qualified Paraplanner yourself.

The benefits of being in a junior, progressive role within a smaller firm are second to none, you get more hands on experience, see more of the 'whole picture' and thus learn quicker at a higher quality with more 1 on 1 training.

Duties include:

  • Carry out research for client meetings
  • Preparing & Implementing recommendations
  • Establish and build strong relationships with clients
  • Review investment portfolio, asset allocation, risk profile
  • Attend post meeting debriefs, taking detailed & salient notes

The ideal candidate will have:

  • Some experience working within an FCA regulated environment
  • Experience within financial services
  • Excellent communication skills, written and verbal

We can offer flexible start/finish times

a day working from home once probation sis passed

Fully supported exams

A trusted work place

£24,000 - £32,000 DOE