Trainee Paraplanner

We are currently looking for a Trainee Paraplanner to join our clients, a highly successful Independent Financial Practice with a team of advisers who have a wealth of experience. This is a unique opportunity to learn from seasoned professionals, gain hands-on experience and embark on a journey towards becoming a proficient paraplanner. 

Our clients offer a clear career path with excellent progression opportunities in a friendly environment alongside experienced advisers. The successful candidate will have a minimum of R01 and R02 qualifications with the desire to progress and must have worked in an administrative role within an Independent Financial Practice for 2 years.

The successful Trainee Paraplanner will be offered:

• Basic salary between £28,500 - £30,000
• Training plan in place
• Great Progression Opportunities 
• Free Parking 

To be considered for the Trainee Paraplanner role you must have:

• Previous administrative experience working within an IFA 
• Organised and efficient with excellent attention to detail 
• Ability to prioritise and be proactive. 
• Strong analytical and numerical skills
• Strong IT skills, specifically in Microsoft Word, Excel and Outlook

Responsibilities for the role of a Trainee Paraplanner:

• Preparing analysis of the client’s existing portfolio
• Provision of technical support to Advisers
• Working closely with the Adviser to research and formulate appropriate advice.
• Preparation of Recommendation Reports and supplementary documentation
• Adherence to compliance procedures, core values and high standards of client service
• Regular liaison with product providers, account managers and clients
• Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs

Due to the high amounts of applications if you have not been contacted within 7 days, please consider your application unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd, acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage