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Graduate Trainee Paraplanner

Graduate Trainee Paraplanner

Posted 20 July by Blakemore Recruitment
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Role - Graduate Trainee Paraplanner

Location - Wimbledon

Salary - £20,000 - £25,000

We are assisting our client seek a Graduate Trainee Paraplanner who will be responsible for providing Administrative support to the network of IFA’s (Financial Advisers) including processing and monitoring of new business applications, inputting advisor fee information onto internal systems, creating and managing client records, keeping client database up to date, communicating with clients and providers, dealing with surrender requests and other client queries and preparing valuations and illustrations.

We are seeking someone who has recently Graduated from University with a grade of 2:2 or higher coupled with strong A level and GCSE grades. Any knowledge of Pensions, Investments, Taxation & Protection products would be to your advantage as well as the desire to work within Financial services. Within this role you will also have the ability to study towards a Diploma in Financial Planning / Advice, so this would suit someone who is looking for that kind of career path.

If you are interested, please get in touch with Neha at Blakemore recruitment.

Required skills

  • Administrative
  • Administrative Support
  • Financial Planning
  • Financial Services
  • Investments

Reference: 35583217

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