Graduate / Trainee Paraplanner

Recruiter
Confidential
Location
Wilmslow
Salary
20000.00 - 22000.00 GBP Annual + Benefits
Posted
22 Apr 2021
Closes
20 May 2021
Specialism
Administration
Sector
Accounting
Start Date
Immediate
Duration
Permanent
We're recruiting on behalf of a small but established Financial Planning Practice who provides a bespoke financial advice service to clients across the UK.

They are looking for a recent graduate or an individual with a strong administration background to join their friendly team as a Trainee Paraplanner.

The successful candidate will have an interest or experience within financial services and will become a key member of their team, providing high quality technical and administrative support to Financial Advisers across the Practice.

What you'll do:

Provide admin support to the Financial Advisors
Maintain a relationship with the clients, keeping them informed, answering queries and arranging review meetings
Providing a professional and friendly service to new and existing clients
Process new business for investments, pensions and protection
Produce accurate, compliant client reports within agreed timescales
Conduct research into financial products, funds and services
What you'll need:

An interest in Financial Services
Exemplary verbal and written communication skills
An ability to complete detailed and accurate work to a high standard
Professional with a high level of discretion
Analytical, methodical with good attention to detail
Imaginative and solutions orientated
Ability to prioritise workloads and work under own initiative
The finer details:

Salary up to GBP22k
Monday - Friday: 09:00 - 17:30
23 Days Holiday + Bank Holiday + an extra day off on your birthday
The opportunity to join a small, friendly, and supportive team
The opportunity to work towards a CII Diploma in Regulated Financial Planning

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