Description

Our client, a leading business in their field is seeking a Trainee Paraplanner to join their esteemed practice.

Due to growth, our client is looking for a Trainee Paraplanner to join them on a full-time, permanent basis, where you will be required to work with Advisors in the firm by providing a high level of administrative support to IFAs whilst dealing directly with clients.

This is the ideal role for someone with a keen interest and enthusiasm to secure their first role within Financial Services, and someone with a minimum of 1 years’ office experience who has ambitions of becoming a Paraplanner.

Due to the location of the office candidates are required to drive and have access to their own vehicle.

Key Responsibilities:

– Provide a high level of administrative support to IFAs within the practice

– Be the first point of contact for any clients with queries related to their finances

– Conduct research on financial products and investment options

– Prepare accurate financial reports for clients

– Maintain client records, updating internal systems and databases with a high level of accuracy at all times

– Liaise with third parties both over the phone and via email

– Maintain a high level of customer service at all times

Key Experience:

– Minimum of 1 years’ experience in an office environment

– Excellent communicator, confident liaising with colleagues , clients and third parties of all levels

– Excellent administration skills with a high level of accuracy and attention to detail

– Analytical with a good eye for numbers

This is the ideal opportunity for a Trainee Paraplanner to join a thriving IFA practice who are leaders within their field.

You will be a driven individual who is looking to forge a career in Financial Services as a Paraplanner, where you will be rewarded with study support for your ongoing qualifications.

CVs are being reviewed, so please apply now for immediate consideration