Trainee Paraplanner

1 week ago

Huddersfield, Kirklees, United Kingdom Taylor James Professional Recruitment Full time

Our client based near to Huddersfield are looking to appoint a Trainee Paraplanner.

Our client is looking to speak with Administrators who are keen to gain exposure within paraplanning.

Subject to the individuals level of experience/capabilities, duties and responsibilities may include:

  • Working closely alongside the Advisers and senior Paraplanners
  • Processing new business
  • Actioning LOA's
  • Acquiring Valuations
  • Preparing for annual reviews
  • Preparing basic suitability reports (full training provided)
  • 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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