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An exciting opportunity for a Trainee Paraplanner has opened at a reputable IFA firm that specialises in all aspects of savings, investments, pensions, and retirement planning for both corporate and private clients.

They pride themselves on the highest level of personal advice and professionalism that they provide to each and every client.

Responsibilities:

Writing technical recommendation reports, conducting technical research and analysis, reviewing client files upon completion of business, and providing relevant documentation ahead of client meetings.

Benefits:

• You will benefit from an experienced Management team and culture built on shared knowledge throughout the business and working together as a team.
• The company guarantees each employee a stable environment and the opportunity to develop their business skills.
• You will have the opportunity to build upon your existing knowledge, with the opportunity to take financial qualifications and progress - potentially into an Adviser in the long term.
• Occasional homeworking after initial onboarding and training.

Requirements:

• Previous experience working within a similar financial services environment
• Currently working towards Financial services qualifications desirable, if not already Level 4 qualified
• Excellent communication, both written and verbal

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If this specific Paraplanner vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren't necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new role.