Trainee Paraplanner

Posted 5 April by Cameron James Easy Apply Featured

Working in partnership with a reputable Wealth Management company in North Yorkshire I am currently recruiting for a Trainee Paraplanner to join a very busy team within a fast paced, professional environment.

As a Trainee Paraplanner you will work alongside the Financial Planners and Support Team, offer technical assistance and ensure an excellent service is provided to their clients.

Duties will include and/or you will be working towards;

  • Fund/Product Research
  • Preparing/Writing Suitability Report Letters
  • Preparing and Implementing Recommendations
  • Maintain up to date industry knowledge and awareness by attending training days
  • Business Processing and Clients Servicing (Administration) tasks as required

The successful Trainee Paraplanner must have worked within a Financial Planners doing a similar role and either have or be working towards the Level 4 Diploma in Financial Advice.

In return you will receive a salary of up to £28,000 (Although negotiable dependent upon experience), plus one to one training and development as well as support towards achieving further industry relevant qualifications.

For further information please search 'Cameron James Professional Recruitment', visit our website and contact Richard Kunman.

Reference: 34837240

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