Trainee Paraplanner
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Job Location:
Sutton Coldfield - UK
Yearly Salary:
£ 37000 - 40000
Posted on:
5 days ago
Vacancies:
1 Vacancy
Job Summary
Trainee Paraplanner Sutton Coldfield Hybrid (2 or 3 days in the office per week) Flexible hours
A specialist outsourced Paraplanning company are keen to add a Trainee Paraplanner to their team. They do need someone familiar with research and/or report writing tools who has a good understanding of the advice process then theyll take you to the next company (and its Paraplanners) are an extension of the IFAs they support. They adapt to the specific needs and ways of working of client and ensure that communication and collaboration is a key part of the relationship.
The progression is different from the norm too. The scope here is to move into Account Management or Team Lead looking after either key clients or new Paraplanners as they join the business or both! And dont worry if youre not not looking for progression aside from becoming the best Paraplanner you can be! Your application will be welcomed with as much enthusiasm as those that do.
In summary a wonderful opportunity for career Paraplanners with plenty of scope for those who want it.
The role:
The person:
At least 1-2 years of paraplanning experience ideally within an IFA. Strong analytical and report-writing skills excellent attention to detail and the ability to manage workloads effectively. Diploma qualified or working towards it is desirable.
The benefits:
salary Multiple progression opportunities Only 2-3 days working in the office 5% Pension Contributions 4x DIS 25 days holiday plus bank holidays Flexible working hours and patterns (Accommodating external commitments e.g. regular appointments childcare etc)
Unsure if you should apply Or you dont have a CV
No problem! Send us a way of contacting you and well provide all of the information youll need to make an informed decision. Then if you need to do a CV we can even help you with that. Everyone will receive a reply.
A specialist outsourced Paraplanning company are keen to add a Trainee Paraplanner to their team. They do need someone familiar with research and/or report writing tools who has a good understanding of the advice process then theyll take you to the next company (and its Paraplanners) are an extension of the IFAs they support. They adapt to the specific needs and ways of working of client and ensure that communication and collaboration is a key part of the relationship.
The progression is different from the norm too. The scope here is to move into Account Management or Team Lead looking after either key clients or new Paraplanners as they join the business or both! And dont worry if youre not not looking for progression aside from becoming the best Paraplanner you can be! Your application will be welcomed with as much enthusiasm as those that do.
In summary a wonderful opportunity for career Paraplanners with plenty of scope for those who want it.
The role:
- Working closely with different financial advice firms and their advisers to provide technical support and deliver high-quality compliant reports. Responsibilities include:
- Researching pensions and investments
- Preparing suitability reports
- Collaborating with colleagues to deliver excellent client outcomes
- Maintaining accurate compliant records and risk management standards
- Keeping technical knowledge up to date through CPD
The person:
At least 1-2 years of paraplanning experience ideally within an IFA. Strong analytical and report-writing skills excellent attention to detail and the ability to manage workloads effectively. Diploma qualified or working towards it is desirable.
The benefits:
salary Multiple progression opportunities Only 2-3 days working in the office 5% Pension Contributions 4x DIS 25 days holiday plus bank holidays Flexible working hours and patterns (Accommodating external commitments e.g. regular appointments childcare etc)
Unsure if you should apply Or you dont have a CV
No problem! Send us a way of contacting you and well provide all of the information youll need to make an informed decision. Then if you need to do a CV we can even help you with that. Everyone will receive a reply.
Required Experience:
Intern
