Trainee Paraplanner

  • Shortlist
Location Brentwood , Essex
Sector Financial Services
Salary £25,000 - £28,000 Per Annum
Type Permanent
Consultant Alice Woodruff
Ref 57313

The Opportunity

An exciting opportunity for a Trainee Paraplanner has opened at a reputable IFA firm that specialise in all aspects of savings, investments, pensions and retirement planning for both corporate and private clients.

They pride themselves on the highest level of personal advice and professionalism that they provide to each and every client. 

You will have the opportunity to build upon your existing knowledge, with the opportunity to take financial qualifications and progress – potentially into an Adviser in the long term.

Responsibilities:

Writing technical recommendation reports, conduct technical research and analysis, review client files upon completion of business and provide relevant documentation ahead of client meetings.

You will benefit from an experienced Management team and culture built on shared knowledge throughout the business and working together as a team.

The company guarantees each employee a stable environment and the opportunity to develop their business skills.

Requirements:

  • Previous experience working within a similar fast paced financial services environment
  • Currently working towards Financial services qualifications desirable
  • Excellent communication, both written and verbal and attention to detail is essential to succeed

*Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, IFA Administrator 

If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new role.