Trainee Paraplanner

Trainee Paraplanner

Up to £32K basic

Hull

Hybrid Working

Are you looking for that opportunity to step up into Paraplanning?

Have you already stepped up but feel that your responsibilities haven’t changed?

This could be the chance for a fresh start!

We are working with a long standing Wealth Management firm based in the Hull area, who are looking for someone to join them as either a Senior Administrator / Trainee Paraplanner. Therefore they are happy to consider people with experience in either / both positions.

Day to Day tasks of a Trainee Paraplanner:

- Servicing ongoing clients

- Preparing new business and manage annual reviews

- Completing company fact finds, fee agreements and client agreement forms

- Issuing letters of authority

- Updating client files using Intelligent Office

- Processing new business

- Preparing new business packs for meetings

- Being the point of contact between client and adviser

- Liaising with providers

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Experience required for the Trainee Paraplanner role:

- 3+ years within IFA Admin / Paraplanning

- Intelligent Office

- Microsoft Office

Benefits and Financials:

- £28,000 - £32,000 salary

- Above average holiday allowance

- Hybrid working

- Progression in more senior positions (long term into Advising)

- Exam support

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If you are interested and believe you have the necessary experience, contact Sam at Heat’s Manchester office.