Trainee Paraplanner
Job Type : Permanent, Full Time
Salary : £17000 – £25000/annum
The opportunity for a Trainee Paraplanner to join a well-established financial planning firm who provide a holistic service to HNW clients.
Key Responsibilities
* Providing administration and paraplanning support to existing paraplanners
* Maintaining client info, preparing packs, liaising with clients & third parties
* Chasing new business transactions
* Helping to prepare illustrations, fund switches and withdrawals
What's on offer?
* excellent career progression opportunities
* full exam support
* flexi-hours
* company pension
What’s next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Client Services Administrator, Sales Support, Junior Paraplanner, IFA Administrator, Client Support, Business Support, Report Writer, Para-planner, IFA Admin, Client Delivery, Junior Paraplanner, Financial Advice, Financial Adviser, Financial Planner
