Trainee Paraplanner

Posted 3 June by Taylor James Professional Recruitment
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Our client, a prestigious and award winning firm of financial planners in Altrincham are looking to appoint a Trainee Paraplanner.

Our client is looking to speak with Administrators or Junior Paraplanners who are looking for a new challenge.

Subject to the individuals level of experience/capabilities, duties and responsibilities may include:

  • Working closely alongside the Advisers and senior Paraplanners
  • Attending client meetings
  • Preparing basic suitability reports
  • Research & analysis of financial products to meet client requirements
  • Preparing recommendations & implementing client recommendations

The Person:

  • IFA administration experience (essential)
  • Diploma Level 4 or working towards (desirable)
  • Knowledge in all aspects of financial advice covering Pensions, Investments, & Protection products

In return this opportunity offers a very competitive basic salary along with an extensive benefits package

To be considered for this opportunity, please apply for this role or contact Matthew Biddle on LinkedIn

Application question

Do you have IFA Administration experience?

Reference: 51438914

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