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Trainee Paraplanner

Keyte Ltd

Posted on Jun 14, 2022 by Keyte Ltd

Taunton, Somerset, United Kingdom
Immediate Start
£23k - £25k Annual

We are an award-winning Financial Services company based in Taunton Somerset with Chartered Firm status and ISO 22222 accreditation.

We are looking to recruit a trainee Paraplanner to join our young team as our business experiences rapid growth.

We are offering a full support training package to Level 4 DipPFS qualification, and the opportunity to train further to Chartered Financial Planner status.

From the outset you will be working directly with our team of Advisers.

Your duties will include preparing clients' portfolio reports, managing day to day client enquiries, maintaining back-office systems, talking to both clients, investment, and pension companies, and assisting advisers with the management of their clients.

As you progress, you will draft client advice letters, be involved in technical planning, and manage your own clients. You will be fully supported and mentored in your progression by the company.

We are looking for a motivated graduate who is

  • from any discipline
  • numerate, literate and has excellent communication skills. You will need to be confident talking on the telephone .
  • highly organised

High levels of attention to detail and the ability to multitask are advantageous .

Proficiency with Microsoft Office is essential.

For more information or to submit your CV and Cover Letter click APPLY NOW

Reference: 1630029063

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