Trainee Paraplanner

  • Job Reference: 87364054-2
  • Date Posted: 26 April 2019
  • Recruiter: Heat Recruitment
  • Location: Brymbo, Clwyd
  • Salary: £16,000 to £19,000
  • Sector: Banking & Financial Services

Job Description

An exceptional opportunity for an administrator/ trainee paraplanner to join a Chartered Wealth Management firm who focus on providing a high quality financial planning and investment management service.

The Opportunity:

Our client is looking for a financial service professional to support the successful financial planners of the business. You will have the opportunity to learn to prepare suitability letters, reports and recommendations, as well as provide support to client queries. You will be working in a strong team-focused environment where you can develop your career within a prestigious firm with Chartered status.

What's needed to be considered?

  • Level 4 diploma qualified is desirable
  • Previous experience within a fast-paced IFA practice
  • High level of analytical capability and good communication skills

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Synonyms: report writer, financial planner, technical sales support, technical planner, para planner, paraplanner