Trainee Paraplanner
Job Title: Trainee Paraplanner
Industry: Financial Services
Location: Southport
Salary: Up to £32,000
Job Reference: 8347
Job Description:
Recruit UK is working on an excellent opportunity for a Trainee Paraplanner near Southport to join a well-established Independent Financial Advice firm. Due to continued growth, a unique opportunity has come up at a fast-growing IFA business, a Chartered Firm with a strong client presence in the North West. They pride themselves on delivering a high-quality personal service to individuals, families and business owners.
Role:
Part of the paraplanning team, full training provided, supporting advisors with the design, construction and delivery of exceptional advice and recommendations to meet their client’s goals. Responsible for managing all Client Reporting, Analysis & Research and Post Review / Advice.
What’s in it for you:
- Competitive Salary
- Annual Pay Reviews
- 25 days holiday plus bank holidays
- Offices near Southport
- Excellent Benefits: Death in service, Pension, PHI
- Home working available
- Paid study and development support
- Discretionary bonus
Skills and experience required:
- Ideally enroute to Level 4 Diploma in Financial Planning.
- Financial Planning Administration and ideally some basic Paraplanning 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 Financial Advice firm based near Southport 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.
Additional information:
Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.