Paraplanner/Trainee IFA

2 weeks ago

Feering Essex, United Kingdom Artemis Recruitment Consultants Ltd Full time

Type of Position: Trainee Paraplanner / IFA Paraplanner - Feering
Trainee Paraplanner / IFA Paraplanner - Feering
Our client is looking for a Trainee Paraplanner to join their Feering office. Administrative Duties as and when required – Application Forms, Illustrations, covers letters etc
Trainees will be willing to work towards Level 4 qualifications.
Must have at least two years previous experience of working in a paraplanning role (2 years IFA/finance experience for trainee role).
Will need a sound knowledge of Microsoft Office applications and preferably knowledge of Adviser Office and/or Intelliflo, The Exchange, and insurance company online applications.
Must have an excellent command of English and Maths.
Confident telephone manner and good communication skills at all levels
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