Trainee Paraplanner

Job Title:?Trainee Paraplanner

Industry:?Financial Services

Location: Sheffield

Salary:?Up to £28,000

Job Reference: 8972

Reference Number:

Looking to step into a paraplanning role and develop your technical knowledge?

Have a strong administrative core in financial planning and looking for a new challenge?

Recruit UK is working with a firm that surpasses traditional IFA services. As Discretionary Investment Managers and Financial Advisors, they excel in effective investment management and financial planning tailored to their clients' goals and aspirations.

Their ethos revolves around accessibility and transparency. Clients find them approachable, fostering an environment where questions are encouraged and answered with clarity.

As a trainee paraplanner, you will be responsible for providing support to the firm’s financial advisors by preparing and maintaining client files, writing suitability reports, and conducting analysis and calculations, amongst other tasks.

This is an excellent opportunity for a motivated individual who is looking to join a dynamic team that is committed to delivering an exceptional service to their clients.

Benefits:?

• Salary up to £28,000.
• 22 days holiday + bank holidays.
• Exam support.
• Full training provided.
• Friendly, collaborative culture.
• Life cover.
• Future development opportunities.

Skills and experience required:

• Excellent communication skills.
• Previous experience working within financial planning.
• A strong understanding of the financial planning process.
• Keen to develop and keep learning.

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well-established Financial Advice Firm on a trainee paraplanner role.