Trainee Paraplanner

Posted 5 days ago by Heat Recruitment
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A reputable, chartered financial firm is seeking a trainee paraplanner/ paraplanner to join their team. This company has experienced steady growth over the past few years and has achieved this through developing strong relationships and their balance of professionalism and friendliness has a big part to play in their success.

They are proud to be a highly reputable financial planning firm who provides financial planning solutions to individual clients, companies, company directors and self-employed individuals.

This firm has high standards and expects the level of service from everyone to be top quality. For this to happen they have created a culture where everyone pitches in so that the business remains client focused and can achieve its strategic goals.

The Opportunity

This is a fantastic chance to join a chartered firm that can offer you a team environment and a chance to build on your existing experience. You will be working with a team of experienced administrators and paraplanners whilst supporting the firms IFA’s. Progression is highly supported whether you wish to become a senior paraplanner or adviser, exams will be paid for, study days and training provided.

What’s needed for me to be considered?

  • Previous experience working within a similar fast paced financial services environment
  • Currently working towards Financial services qualifications desirable
  • Excellent communication, both written and verbal and attention to detail is essential to succeed

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Job Synonyms: paraplanner, suitability letters, financial planning support, adviser support

Required skills

  • Financial Planning
  • Financial Services
  • Paraplanning
  • Report Writing
  • Suitability

Reference: 40554309

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