Trainee Paraplanner

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