Trainee Paraplanner
Job Title: Trainee Paraplanner
Industry: Financial Planning
Location: Remote (Midlands)
Salary: Up to £30,000
Job Reference: 8406
Job Description:
Recruit UK is working on an excellent opportunity for a Trainee Paraplanner to work on a remote basis in the Midlands, for an Independent Financial Advice practice.
This company ensures their clients are provided with the advice they deserve, recognizing that each client is different and therefore tailoring their services to the client and offering a range of solutions.
The role will involve maintaining client files and client reviews, preparing basic suitability reports, obtaining illustrations, tax calculations, fund analysis and much more. My client is looking for someone with basic report writing experience, and someone who has obtained some RO qualifications toward their Level 4 Diploma.
What’s in it for you?
- Salary negotiable dependent on skills and experience Up to £30,000
- Discretionary bonus scheme
- The company will match pension contributions up to the rate of 5%
- Generous sick pay
- Remote working
- Group death in service
- Group Income Protection
- Assistance with future examinations
- 28 dates of annual leave (FTE)
- Online discounts portal
Skills and experience required:
- RO qualifications (for you to have begun your study toward the Level 4 Diploma)
- Basically suitability letter writing skills
- Previous experience having worked in a Wealth Management practice.
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 an Independent Financial Advice firm based in the Midlands on a remote 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.