Trainee Paraplanner – London
Salary
25,000 - 35,000 DOE and Qualifications
Location
London
Job Type
Full Time
This position has now been filled. If you are looking for a job, let us help you find a similar job.
Are you tasked with Paraplanning duties but not being given the title or the salary to reflect all that you do? Or, are you keen to step into a paraplanning position but there is no room for you to do this in your existing company?
If so, read on. This could be the career opening role that you have been waiting for!
I am working with a well-established firm in London that has a significant size back office support team, all dedicated to the company’s clients’, ensuring that they have a positive experience throughout their financial lifecycle. The structure of the teams within their back office allows for each employee to grow and establish their career in a productive, inclusive and structured manner. The best way to learn is to be surrounded by people who are learning and developing at the same time, guided by more experienced professionals who can import their knowledge and experience on to you.
The duties of the role include report writing and therefore you will need to have experience of report writing and understand the basics of how a report is formed. You will get involved with research and analysis, discussing with team members potential recommendations.
This isn’t suitable for someone who hasn’t had experience of working alongside a financial planner previously, and the successful candidates will need to demonstrate their strong understanding of the advice process, product knowledge and FCA guidelines for compliance and AML.
Opportunities within the company are endless and this could be the kickstart to your career!
Is time for you to move forward, if so, please call Louise Sheppard on 0117 9450450 or email [email protected]
This position is now filled. If you are looking for a position like this, then visit our career consultation page and book a talk with one of our experts to find the perfect job for you.