Trainee Paraplanner

Taylor James Professional Recruitment

Posted a day ago, valid for 25 days

Altrincham, Cheshire WA14 2HX, England

Full Time

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Sonic Summary

Our client, a prestigious firm of financial planners in Altrincham, is seeking to appoint a Trainee Paraplanner.
They are looking for Administrators or Junior Paraplanners eager for a new challenge, with IFA administration experience being essential.
Duties may include working closely with Advisers, attending client meetings, preparing suitability reports, and conducting research and analysis of financial products.
The ideal candidate should have a Diploma Level 4 or be working towards it, along with knowledge of financial advice covering Pensions, Investments, and Protection products.
This opportunity offers a competitive salary along with an extensive benefits package, and candidates are encouraged to apply or contact Matthew Biddle on LinkedIn.

Our client, a prestigious firm of financial planners in Altrincham are looking to appoint a Trainee Paraplanner.

Our client is looking to speak with Administrators or Junior Paraplanners who are looking for a new challenge.

Subject to the individuals level of experience/capabilities, duties and responsibilities may include:

Working closely alongside the Advisers and senior Paraplanners
Attending client meetings
Preparing basic suitability reports
Research & analysis of financial products to meet client requirements
Preparing recommendations & implementing client recommendations

The Person:

IFA administration experience (essential)
Diploma Level 4 or working towards (desirable)
Knowledge in all aspects of financial advice covering Pensions, Investments, & Protection products

In return this opportunity offers a very competitive basic salary along with an extensive benefits package

To be considered for this opportunity, please apply for this role or contact Matthew Biddle on LinkedIn

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Trainee Paraplanner

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Financial Planner

Financial Planner