Trainee Paraplanner

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 year's 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 :

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.

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