Trainee Paraplanner – Hertfordshire

recruitukltd Salary: up to £25K

Are you an IFA administrator who would love the opportunity to become a paraplanner? Perhaps your existing company doesn’t have the capacity to support such progression?

My client, a well-respected chartered financial planner firm is looking for someone they can invest time and money to become a paraplanner.

 

The role of the Trainee Paraplanner:

  • Provide administrative support to paraplanners and advisers
  • Assist in producing accurate compliant client reports for Financial Advisers
  • Processing of investment, pension and protection new business
  • Produce quotations on financial products for comparison and any other duties required.

 

What’s on offer:

  • Attractive basic plus quarterly bonus
  • Excellent Company Benefits package including Pension Scheme, Private Medical Insurance and exams paid for
  • Full support and training to become a paraplanner

 

To qualify, the Trainee must have:

  • GSCEs in Maths and English
  • Working towards financial planning qualifications
  • Existing client base (desired but not essential)

 

If you would like to apply for this Trainee Paraplanner position, please call Melissa on 01179-170413 or email melissa.meakins@recruitukltd.co.uk

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