Trainee Paraplanner

Posted on Jan 17, 2019 by Anonymous

Manchester, Lancashire United Kingdom
Accountancy
Immediate Start
£25k - £30k Annual
Full-Time
Trainee Paraplanner Manchester
£25,000- £30000 Basic negotiable DOE
**Well established, employee focussed organisation**

We are working with a major player within the Financial Services industry with a National presence, who are looking to add two trainee Paraplanners to their team.

The trainee paraplanners will help support the Paraplanners, by carrying out research and in-depth writing of reports.

This role does provide career progression, as my client is willing to develop Trainee-Paraplanners into Paraplanners and then on to full Financial Advisors, as they like to develop staff from within the business.

Requirements/Tasks:

* Excellent report and research skills.

* Helping to ensure all client files are compliant.

* Helping the Paraplanner with the preparation of advice letters, financial plans and reports.

* General day to day admin tasks to support the Paraplanner's.

* Helping the Paraplanner to prepare documents for presentations and for client review meetings.

* Willing to learn and take on-board in-house training and learn the company process and policies.

* Strong written & verbal communication skills.

* To be able to assist other members of staff, as well as providing support to the Paraplanners.

* To have the relevant knowledge of TCF & how it's implemented within the workplace.

* Previous experience of working within an IFA firm in a financial administration role would be beneficial

Reference: 614444243

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