Trainee Paraplanner - Brilliant Progression Opportunity

Oval Recruit
£28,000 per annum
09 Mar 2018
26 Mar 2018
Contract Type
Full Time

Trainee Paraplanner - Brilliant Progression Opportunity

Birmingham | £28,000-£33,000 + Great Package

A leading Financial Services Company are on the lookout for an engaging yet professional individual to join them in the role of Junior/Trainee Paraplanner. Working within their technical support team, you will be joining a leading company who focus on the provision of holistic, independent financial planning services.

The role will involve:

  • Assisting with the research and creation of Client Suitability Reports
  • Preparation for and attending client meetings and presentations including; client portfolio information and performance data
  • Liaising with clients and third parties, developing successful and professional relationships
  • Working closely with other departments, taking on additional duties and projects as required
  • Developing your knowledge and be willing to complete sponsored qualifications/training
  • Ensure all work is in keeping with company Best Practice and follow all compliance processes and procedures

This is a fantastic opportunity for someone who has prior experience gained within an IFA environment. The company would value a competent individual who really wants to take the next steps and move into a more technical support role. Willing to sponsor you through all the relevant exams, the company provide unrivalled support and progression as well as investing in your continued professional development. The well-established firm are looking for an individual who has previously undertaken some basic Paraplanning duties and has completed their Certificate in Financial Planning, although this is not essential.

For a full job description, please contact Briony Malden