Trainee Paraplanner

Taylor James Professional Recruitment

Posted 9 hours ago, valid for 17 days

Warrington, Cheshire WA12DS, England

Full Time

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Sonic Summary

Our client, a prestigious financial planning firm in Warrington, is seeking a Trainee Paraplanner.
The ideal candidates are Administrators or Junior Paraplanners looking for a new challenge, with the role involving collaboration with Advisers and senior Paraplanners.
Candidates should have IFA administration experience and preferably be working towards a Diploma Level 4.
The position offers a competitive salary along with an extensive benefits package.
Interested applicants are encouraged to apply or reach out to Matthew Biddle on LinkedIn.

Our client, a prestigious firm of financial planners in Warrington 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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