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Trainee Paraplanner

Posted 10 April by Blakemore Recruitment Easy Apply Ended

Trainee Paraplanner - Twickenham - c£30,000

This is an excellent opportunity for someone is looking for a company that can help them develop their career as a Paraplanner. A driven and professional candidate is required to join a small (although supported by a large organisation) financial planning company in Twickenham. The company will put you through qualifications and exams to help you become a fully qualified paraplanner.The duties would be as follows- - Fully analyse clients requirements and accurately record client data.- Research and analyse financial products to meet Client requirements.- Prepare suitability letters and reports and updating client files.- Deal with general client queries and attend client meetings with the Partner as required.- Ensure any business conducted is done in a compliant manner, meeting all legislative requirements.

Knowledge and Experience required

It would be desirable if you have completed some RO exam but that is not essential, Previous experience in an IFA or Wealth management environment, Familiar with all major research systems, Strong numeracy skills and exceptional attention to detail, Highly organised with excellent communication skills.

Required skills

  • Financial Services
  • Paraplanning
  • Sales Support

Reference: 34866252

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