Trainee paraplanner
Salary
Up to 30,000
Location
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.
Job Title: Trainee paraplanner
Industry: Financial Services
Location: Worcestershire
Salary: Up to £30,000
Job Reference: 14539
Job Description:
Are you a trainee paraplanner/experienced IFA administrator looking for your next role in a progressive and trusted company? Then look no further!
Recruit UK are looking for a trainee paraplanner to join a financial planning firm in Worcestershire.
Our client prides themselves on giving clear committed advice, working alongside customers on a personal level.
Duties as a paraplanner include but are not limited to:
- Gathering and analyzing data
- Conducting research
- Preparing suitability reports
- Remaining compliant at all times
- Preparation of illustrations and key documents
- Dealing with client queries
- Salary up to £30,000 dependent on qualifications and experience
- Long term career progression
- Ongoing exam support
- Substantial holiday allowance + bank holidays (assessed on a case by case basis)
- Generous employee pension contribution
- Onsite parking
- Working towards Level 4 Diploma desirable
- Previous paraplanning experience
- Ability to communicate effectively with colleagues and candidates alike
- Exceptional organizational skills
- A keen eye for detail
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.
No data was found