Trainee Paraplanner – Bury St Edmunds

recruitukltd Salary: circa £25,000 dependent on experience

Our client is a national IFA with offices spread throughout the UK.  Their regional offices provide a national presence and act as Hubs for advisors and support staff who are providing a service to clients local to them.
The Job Role
To provide administrative and report writing support to a team of advisors.  Assisting with the ongoing servicing of a book of clients, ensuring that client files are up to date and maintained, prepared ready for client review and that advice is implemented.  Assist advisory team with research and report writing.
Essential qualities
The successful candidate will have experience of supporting a team of advisors, understand the financial planning process and have a good level of knowledge of financial products.  The candidate will be able to work compliantly and will adhere to internal procedure and policy.  The candidate will maintain their own CPD and keep up to date with industry change.   The role holder will also be actively working towards the Level 4 Diploma in financial planning.
Our client has seen significant growth across the business and has the ability to assist employees with training and development.  As well as a competitive salary, our client also offers attractive employee benefits.
If you would like to know more about this role please contact Louise Sheppard At Recruit UK on 0117 917 0411 or forward your CV
Quote reference 12229


To apply for this job email your details to