Trainee Paraplanner

Posted on Jul 11, 2019 by CV-Library

Derbyshire, United Kingdom
Call Center & Customer Service
Immediate Start
£21k - £24k Annual
A highly respected firm of Financial Planners who provide market-leading wealth solutions are now delighted to be able to add to their team with the addition of a Trainee Paraplanner to their office in the Derby area.

Working as part of a face paced, busy and very friendly team you will be supporting a team of Advisers alongside the Administration team. The successful candidates will be responsible for;

Liaising with Companies/Providers to chase for client financial information

Preparation of illustrations

Prepare suitability reports appropriate to level of experience and under relevant supervision

Chasing up Letters of Authority and liaising with product providers.

Management of client database systems and internal intranet systems

Production of reports by collating information from various sources

Meeting preparation documentation

Diary and email management

Downloading Financial Services Wealth Accounts and client valuations

Assisting with all aspects of the mortgage process and liaise with advisers, clients, lenders and solicitorsThe successful candidate will need to have proven experience working as a IFA Administrator and is looking to make the next step in their career.

This is an excellent opportunity for someone who is looking to have a clear progression plan and with the full support of the business you will ideally be looking to secure your Financial Qualifications (fully funded by the client). With each exam passed, you will also have a fantastic increase on your basic salary and also have the opportunity to earn a market leading bonus.

You will be having excellent Microsoft and Excel skills solid communication and interpersonal skills. Our client is looking for someone with a can-do attitude, who can deliver a first class service to clients as well as having the ability to build strong relationships and displaying professionalism at all times.

For further information, please don't hesitate in contacting one our specialist consultants on (phone number removed)

Reference: 210398656

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