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Trainee Paraplanner / Financial Planning Administrator

Posted 31 January by MI Search Ltd Ended

An exciting and rare opportunity to join a boutique wealth management business who are one of only a handful of firms to hold both Corporate Chartered and Accredited Financial Planning Firm status.

As part of their continued growth strategy our client is looking to recruit a Trainee Paraplanner / Financial Planning Administrator to work in their Luton office supporting the firms chartered and certified financial planners. Key responsibilities will include liaising with clients, preparing meeting packs, processing cases, obtaining valuations, product research, arranging appointments, chasing clients for information and preparing the advisers for meetings.

The successful candidate will have experience working as a Financial Planning Administrator gained within the financial services sector, excellent communication skills and a strong teamwork ethic.

This is an excellent opportunity to join a firm who believes in investing in its people and offers significant scope for career development and progression.

Salary from £18,000 to £35,000 (dependent on role and experience) + benefits

Required skills

  • Administrative Support
  • Financial Planning
  • Financial Services
  • Paraplanning
  • Sales Support

Reference: 34362580

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