Trainee Paraplanner

Basic Job Overview

> Trainee Paraplanner
> Deeside, Cheshire
> Job Type: Full Time / Permanent
> Salary: £30000/annum

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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 toProfile

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 deadlinesJob 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