Trainee Paraplanner
Job Title: Trainee Paraplanner
Industry: Financial Services
Location: Manchester
Salary: Up to £35,000
Job Reference: 8321
Job Description:
Recruit UK is working on an excellent opportunity for a Trainee Paraplanner in Manchester to join a well-established Chartered Independent Financial Advice firm.
Working closely with the Advisers to provide technical support within their IFA Support Team. Interpret and communicate advice based on the client’s circumstances, risk profile and objectives. Product and fund research, using systems such as Adviser Asset & FE Analytics. Writing suitability and advice letters. Attend client meetings with advisers when required.
What’s in it for you:
- Competitive Salary – Up to £35,000
- Flex Working hours – Hybrid Home working available
- Full Training
- Pension, DIS
- Bonus Scheme
- Study Support
- Christmas week closure
Skills and experience required:
- Financial Planning Administration experience (IFA Firm preferably)
- Ideally studying Level 4 Diploma
- Ideally, some report writing and product research experience
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a well-established IFA firm in Manchester on a Trainee Paraplanner role.
Our commitment to you
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the job 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.