Trainee Paraplanner

Job Title: Trainee Paraplanner

Industry: Financial Services

Location: Remote (Midlands Preferred)

Salary: Up to £32,000

Reference Number: 9010

Do you have a strong administrative core in and looking to transition into a trainee paraplanner role?

Recruit UK is working with a growing firm that provides bespoke financial planning advice and investment solutions to clients across the UK. They are currently seeking a trainee paraplanner to join their servicing hub team. This is a remote position, which means you can work from anywhere in the Midlands and still be an integral part of the team.??

As a trainee paraplanner, you will be responsible for providing support to the firm’s financial planners by preparing and maintaining client files, writing suitability reports, and conducting analysis and calculations, amongst other tasks.

This is an excellent opportunity for a motivated individual who is looking to join a dynamic and growing team that is committed to delivering an exceptional service to their clients.

Benefits:?

• Salary up to £32,000
• Matched pension contribution - 5%
• Generous sick pay
• Remote position
• Group death in service?
• Group Income Protection
• Assistance with future examinations
• Generous holiday allowance
• Health Cash Plan
• Online discounts portal

Skills and experience required:

• Must have started their Level 4 Diploma in Financial Planning and have achieved 1-2 passes.
• Previous experience working within financial planning.
• A strong understanding of the financial planning process
• Good technical knowledge across areas such as pensions, investments, IHT planning, tax planning and protection

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well-established Financial Advice Firm on a trainee paraplannerrole.