Trainee Paraplanner

Taylor James Professional Recruitment

Posted 11 days ago, valid for 4 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 who are eager for a new challenge and have IFA administration experience.
The role involves working closely with Advisers and senior Paraplanners, attending client meetings, and preparing suitability reports.
Candidates should ideally have a Diploma Level 4 or be working towards it, with knowledge in financial advice covering Pensions, Investments, and Protection products.
The position offers a competitive salary along with an extensive benefits package.

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

Financial Planner

Financial Planner

Financial Adviser IFA:Client Bank Provided