Trainee Paraplanner
1 month ago
Trainee Paraplanner
A fantastic opportunity has arisen with a well-established IFA practice for an ambitious individual looking to pursue career either as a Paraplanner or IFA in the future
Job Description:
* Working alongside current paraplanner who is now a qualified IFA ready to take on advising clients
* Research, recommendations, fact finds, report writing
* Assisting the IFA with preparation for meetings
* Spending time with the IFA Support Administration team, processing new and existing business, supporting the IFAs, liaising with providers
* Ensuring all work is carried out adhering to FCA legislation
* Compliance administration
* Liaising with clients
* Ensuring all information is recorded correctly
* Using Intelligent Office back-office system
* Involved with HNW clients; dealing with pensions and investments as well as protection cases
* Working towards the Level 4 Diploma in financial planning
Person Specification:
* Ideally somebody with 2-3 years’ experience of working in an IFA support role and looking for career progression
* Graduates that can demonstrate a desire for a career within wealth management will be considered
* Organised, efficient, professional, team player
* Strong communication, client relationship skills
* Somebody that works to a high standard, ensuring clients receive an exceptional service
* Numerate, ambitious, happy to work towards the level 4 Diploma in financial planning
Additional Information:
* Newbury based, 2 days working from home
* Salary depending on experience, likely to be £28-35k
* 9-6pm Monday to Friday
* Full support to acquire Level 4 Diploma in Financial Planning (including materials, study leave, exam costs)
Refer a friend and earn £100 If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice
Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
By applying for this vacancy, you accept Optima Recruitment Limited’s Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.
Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer
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