Trainee Paraplanner – City of London

recruitukltd Salary: £24,000 - £26,000 + Quarterly bonus

We are representing a small and highly successful independent IFA in Central London that is growing and due to their growth, require a stronger and robust back office team.  They are looking for a trainee paraplanner to join their team to help write protection suitability reports as well as assist with the wealth management team as and when required.

The role is an excellent opportunity to progress your career in the financial services industry.  The role involves assisting a senior paraplanner and financial planner with the submittal of new business and ongoing client servicing and will see you updating client files and ensuring that documents are sufficient and accurate, submitting letters of authority, carrying out comparisons on existing plans and preparing all pre-sales reports, completing and submitting applications.

The successful candidate will have a high level of numeracy and communication skills both written and orally, strong organisation skills, a common sense approach to workload and ambition to gain qualifications and step into Senior paraplanner role as part of their career development. You will be joining an ambitious and energetic team.

In return for and as part of the employment package, you will receive a salary of £24,000 – £26,000 per annum, an attractive and generous quarterly bonus, annual exam allowance to encourage you to improve your knowledge through the undertaking of industry related exams, Private Medical Insurance and Travel Insurance, Gym Membership, a pension scheme and an annual 5* holiday.

If you would like to know more about this position feel free to contact Louise Sheppard at Recruit UK Ltd on 0117 917 0411 or forward your CV

Quote reference 12238

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