Trainee Paraplanner

Posted 20 June by NJR Recruitment
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TRAINEE PARAPLANNER

LOCATION | HALE

SALARY UP TO 30,000 DEPENDING ON EXP & QUALS

A new and exciting opportunity is available with one of our Clients in Hale, a small, professional and expanding firm of Independent Financial Advisers. Providing financial planning advice for successful business owners, professionals, High Net-Worth individuals and their associated businesses, our Client has grown since 1998 to become one of the most trusted advisers in the area.

Working as part of a technically minded and ambitious team of Consultants, the successful candidate will be responsible for providing an all-round Paraplanning and Business Support function.

Daily duties will be varied consisting of;

  • Carrying out product research
  • Preparing and writing suitability reports
  • Corresponding with clients
  • Processing new business
  • Changing investment strategies
  • Performing fund switches
  • Liaising with investment companies
  • Maintaining the client database ensuring all information is correct and up to date.

It is essential that those applying for the role have previous experience working in a similar environment with product knowledge of Pensions & Investments. You will have the ability to work as part of a professional team, and be able to work under pressure in a fast paced team. Exceptional communication skills are required in order to provide first class care to the firm’s Clients.

You will be highly professional with a strong desire to succeed within the industry and been keen to work, if not already, towards the CII exams.

NJR 14973

Reference: 52916668

Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.

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