Trainee Paraplanner

Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking a competent Trainee Paraplanner to join their growing team.

Responsibilities:

• Providing planning support to Financial Planners and a professional service to new and existing clients
• Undertake client valuations and preparing documentation ahead of client reviews
• Supporting experienced Paraplanners with the drafting of reports and other documentation
• Liaising with insurers / providers for new business quotations and updating software accordingly
• Ensuring all client records are kept up to stand and all relevant checks etc are completed

Experience required:

• Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications,
• You will have a good knowledge of pensions, investments, protection etc
• Good verbal and written communication skills and have the ability to manage multiple tasks.
• Ideally you will have experience of working with systems such as Intelligent Office (IO)

In return our client is looking to offer a competitive basic salary, benefits and bonus package including enhanced pension, 28 days holiday, PMI etc.