Trainee Paraplanner

Posted 2 days ago by North Oak Recruitment Ltd

Trainee Paraplanner

Mansfield, Nottinghamshire (ref AL823)

Salary to c £25,000 depending on experience

Our client is a leading provider of independent financial advice, providing holistic wealth management planning to a wide range of high net worth clients.

Due to continued growth, they are looking to recruit a Trainee Paraplanner to join an existing team, in a modern office environment, within walking distance of the train station, and with easy access to the M1.

The role

Working within a team of paraplanners and administrators you will develop your skills to support wealth managers in providing high quality financial advice to clients.

Key Responsibilities of a Paraplanner on a day to day basis

  • Researching and analysing a client’s financial situation;
  • Understanding financial priorities, including a review of clients’ desire for long term financial security;
  • Obtaining investment valuations;
  • Writing financial planning review and suitability reports for client meetings;
  • Implementing investments fund instructions;
  • Liaising with financial institutions;
  • Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally;

Key Characteristics sought

  • Desire and aptitude to learn and to develop skills;
  • Desire and aptitude to complete CII qualifications;
  • Strong analytical and research skills;
  • Strong report writing and numerical skills;
  • High level of attention to detail;
  • Motivated and organised;
  • A passion for providing exceptional client service;
  • An interest in the Financial Services Sector.

If this role is of interest, please apply in confidence with an up to date CV to Angela Liscombe of North Oak Recruitment.

Required skills

  • Financial Services
  • Investments
  • Paraplanning
  • Wealth Management
  • Retirement Planning

Application questions

Have you worked within wealth management?
Do you hold any CII qualifications?

Reference: 34671333

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