Home
Fareham
Financial planner
Trainee Paraplanner

Trainee Paraplanner

Ortus PSR

Posted a day ago, valid for 7 days

Fareham, Hampshire PO17 5BL, England

£25,000 - £30,000 per annum

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

The Trainee Paraplanner position is ideal for an experienced IFA Administrator seeking career advancement.
The firm offers a salary of up to £35,000 and emphasizes quality financial advice for a diverse client base.
Key responsibilities include preparing client reports, conducting product research, and ensuring compliance accuracy.
Candidates should possess deep knowledge of financial products, excellent communication skills, and proficiency with financial software.
The company provides supportive training for career progression and various employee benefits, including profit sharing and private medical insurance.

Trainee Paraplanner (IFA Administrator)

Are you an experienced IFA Administrator looking to take the next step? This is a fantastic opportunity to join a business dedicated to providing valuable, high-quality financial advice to a growing and diverse client base.

Overview:The firm prides itself on delivering a valuable service to clients facing increasingly complex financial decisions. With a focus on quality advice, innovation, and inclusion, the business supports advisers with personal development, cutting-edge tools, and national introducer arrangements.

Salary: Up to £35,000

Key Responsibilities:

Prepare client reports and conduct product research.
Provide technical analysis for advisers.
Ensure compliance accuracy and documentation.
Liaise with clients and providers.

Key Skills:

Deep knowledge of financial products and compliance.
Excellent organisational and communication abilities.
Proficiency with financial software.
Strong attention to detail and problem-solving.

Why Join Us?

Supportive training for career progression.
Employee benefit trust ensuring profit sharing.
Perks like birthday leave, private medical insurance, electric car scheme, and more.

Take your career to the next level—apply today!

Apply now in a few quick clicks