Trainee Finance Role

4 weeks ago

Cranbrook, Kent, United Kingdom Brook Street Full time

Role:
Trainee Finance Roles

Location:
Cranbrook, Kent *Must be able to drive due to rural location*Salary: £22,500pa

Benefits:

Bonus scheme, Pension scheme, 20 days annual leave, medical insurance (after 1 years` service) and opportunity to study for Level 4 Diploma and pathway to Paraplanner role.

Are you organised, proactive and keen to pursue a career in the financial industry? Are you looking to study your Level 4 Diploma to becoming a Paraplanner?

A fantastic opportunity has arisen within a well-established financial services company, based in Cranbrook.

They are seeking a Trainee Paraplanner to provide administrative support to the Financial Planners and Advisors, servicing client's needs around financial advice and ensuring all service is a top-class standard.


Responsibilities:

  • Conducting research, analysing data, preparing reports.
  • Providing technical support on areas to aid clients to meet their financial goals.
  • Ensure documentations and processes adhere to regulatory standards.
  • Collaborating with financial product providers and obtain required information.
  • Work closely with financial advisers, paraplanners and other team members to provide support where required.


You will be highly proactive, organised, have strong communication and written skills and an ability to prioritise your workload effectively.

You will have a confident and professional telephone manner, a strong attention to detail and a collaborative work approach.

If you are interested in this position, apply today for immediate consideration

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