Trainee Paraplanner Leeds Salary up to £33k, and competitive Benefits. Immediate start available, Hybrid working available, and progression to fully fledged Paraplanner.
??This is a fantastic career opportunity to become a fully fledged Paraplanner??
??Are you currently undertaking a Hybrid IFA / Paraplanning role?
??Are you an IFA administrator looking for your next step into paraplanning?
?? Have you already started studying for and have you achieved some of your R0 examinations and want to do more ?
Are you looking for an opportunity to progress your career within the Financial Services industry?
This is a fantastic opportunity to progress in the Financial Services arena, especially if you have had exposure to some Paraplanning duties and are looking to progress down the Paraplanning route within 12 - 18 months.
Job Summary:
- You will be responsible for working closely with advisers and clients
- Liaise with product providers to ensure timely and accurate responses to clients
- Send Letters of Authority and gather accurate information
- Obtain illustrations and application forms
- Production of portfolio valuations
- Ensure fund switches / rebalances / top-ups / withdrawals are carried out accurately and within company time-scale
- Conduct Annual Reviews
- Undertake templated suitability reports
Qualifications and Experience: -
- Minimum 2 years' experience in financial services administration with exposure to some Paraplanning duties
- Strong IT skills, as we are a technology-focused business
- Salary range up to £33k depending upon experience
- Pension and death in service benefits
- 25 days holiday (+ Bank Holidays) per annum
- The ability and support to work flexibly where appropriate, in terms of hours and location
- Support with further qualifications, including study leave
If you are interested and want to find out more about this IFA Support Admin role contact HELEN SPRIGGS through here or via LINKEDIN