Trainee Paraplanner

Job Title: Trainee Paraplanner

Location: Kettering

Salary: £25,000 - £32,000

The Company:

This firm is a highly professional, growing Financial Planning firm that offer holistic Financial Advice to both private individuals and businesses as well as offering Investment Management services.

A modern, forward-thinking business that place technology at the heart of everything that they do and with a state-of-the-art office premise - this is a firm that is moving in the right direction. Having seen huge amounts of growth over the last few years, they are on the lookout to find ambitious professionals that are interested in a career in Financial Planning.

Offering exam support, a strong benefits package and clear career progression, this firm heavily invest in growing and developing their own talent so the chance to develop your own skills through CPD will be available.

The Role:

This role would sit within the back-office function of the business and would involve a combination of administrative and paraplanning duties as you progress within the role. The ideal candidate would be comfortable meeting clients and able to work in fast-paced professional environment, so someone who is able to present information clearly and concisely with strong written and verbal communication skills is key.

There will also be contact with providers and you will work closely with the firm’s Financial planners to provide a comprehensive service to the firms clientele.

If you are looking to take the next step in your career or are looking to join a firm that can genuinely offer development and a chance to progress within financial services, then this could be the role with you.

The Required Skills:

- Good level of technical understanding with regards to pensions and investments

- Level 4 Diploma in Financial Planning is highly desirable

- Experience of working within a Financial Planning or Wealth management firm would be advantageous

- Excellent communication skills, both written and verbal, as well as strong analytical and numerical skills with a genuine interest in finance.

Please contact us at Capio to discuss this position further.