Trainee Paraplanner

Job Overview

My client is a Financial Advisory & Investment Management firm, providing high quality Financial Advice to both Individuals and Businesses.

We are currently seeking a Trainee Paraplanner to join the Administrative teams, you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters & reports, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalise cases in line with the companies regulatory procedures.

The ideal person for this role will either be someone who has some experience within IFA Administration with 1-3 years experience that wishes to progress into Paraplanning, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).

We are also willing to consider candidates fresh within the sector, who are willing to study and wanting to develop a career within Financial Advice.

Great salarey offered for this role, office-based in Sheffield.