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Financial Planning Assistant / Trainee Paraplanner

Posted 25 January by Stuart-Harris Recruitment Consultancy Ended

My client a successful, growing and professional Independent Financial Advisor firm in Leamington Spa, Warwickshire seeks a Financial Planning Assistant / Trainee Paraplanner.

This is a permanent full time role to join a team whereby you will add your value to the financial services and planning team. Training for the relevant financial qualifications and promotional opportunities will exist.

You will need to establish positive working relationships with colleagues and clients and provide a quality level of service to end users.

In the role you will produce appropriate written correspondence to providers and clients, liaise with product providers, research and analyse data. You will need to keep up to date with legislation and company protocol.

Candidates who have studied or are studying for the Diploma in Financial Planning (DipFA) may be at an advantage.

Suitable candidates will have experience of working in a financial services business or an IFA firm. Knowledge of pensions and other financial products would be of benefit as would some financial administration skills.

The client seeks a candidate who is enthusiastic, professional, organised and articulate.

The salary is up to £30,000 (depending upon experience and qualifications) plus good company benefits.

Interested candidates should forward their CV to register an interest.

Required skills

  • Financial Planning
  • Financial Services
  • Paraplanning

Reference: 34320687

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