Trainee Paraplanner

3 weeks ago

Leeds, United Kingdom Lime Search & Select Ltd Full time

My client is a leading Financial Advisory firm based in the Centre of Leeds, providing individuals and businesses throughout the UK with Financial Advice across ISA’s & Investments, Family Protection, Retirement Planning & Pensions & Equity Release.
We are seeking a Trainee Paraplanner to join an existing Office based team of Paraplanners, who are providing assistance to the Financial Advisors of the business in terms of Suitability Report Writing and Product Research. Inputting client data on to the CRM system (Intelligent Office).
Using research tools/systems to complete detailed analysis, including Select a Pension, FE Analytics, Dynamic Planner, Cash Calc, Assureweb, Provider Platforms.
Ensure compliance with office policies, Network policies and FCA regulations
We are ideally seeking someone with 1-2 years experience within the Financial Services sector with strong written and verbal communications skills, any current knowledge you have related to Financial Planning, Pensions & Investments would be to your advantage, along with the desire to work in the sector and to develop a career within Financial Planning. You will have the opportunity to study towards a Diploma In Financial Planning and will be provided with study materials and exams costs will be covered.
25 days holiday
Family feel” office environment
Full training, Support and Mentoring
Please include why you would like to be considered for this Apprenticeship

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