Trainee Paraplanner

Trainee Paraplanner

Huddersfield

£26,000 - £33,000

Our client is a well established independent financial planning practice who, due to their ongoing growth, has an excellent opportunity for a Trainee Paraplanner to join team.

Working out of their offices based in Huddersfield, you will be supporting the Financial Planners in preparing client financial plans, reports, researches and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.

Responsibilities

Undertaking analysis and proposing solutions for individual clients

Compilation of research material for individual clients

Obtain illustrations/quotes for all new business, together with supporting literature

Liaison with clients, providers and consultants to obtain required information

Report writing, ensuring that all compliance matters are covered in the suitability report

Handling on-going servicing queries on behalf of the advisers

What's in it for you?

25 days holiday (rising with length of service) plus Bank Holidays,

Birthday Leave

Holiday Purchase Scheme

Life Assurance

Pension

Corporate Eyecare

The successful candidate will have previous experience working within Financial Planning - preferably within an Independent Financial Services environment. Qualifications are not essential, but you will need to be prepared to achieve the level Level 4 diploma over time and all study support is provided. What is essential is that you are passionate and dedicated to a career in wealth management as well as having solid communication and articulations skills.

Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.

For further information please contact one of our specialist consultants quoting REF: NJR14822

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