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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.
