Trainee Paraplanner

Salary: £26,000 - £32,000

**Benefits**:

- " Company pension
- " Life insurance
- " On-site parking

Are you a Junior/Trainee Paraplanner with experience in Report Writing? or an Experienced IFA Administrator with Experience in Report Writing?
If the answer is yes to the above, then don't hesitate to get in touch
My client is based in High Wycombe. With several experienced advisers, they offer an exceptional support team so you can focus on your role as a Paraplanner.
THE ROLE
" Technical support for advisers, including but not limited to, product and investment research for both individual and corporate clients, letter writing, quotations and any other assistance needed.
" Prepare and produce client reports and ongoing suitability letters
" Develop the research and due diligence program
" Other project work as/when necessary.
" The above is not an exhaustive list of duties, and you will be expected to perform different tasks as necessitated by the overall business objectives of the company.
THE CANDIDATE
Desirable experience and qualifications include:

- Level 4 Diploma Qualified (preferable) - Ongoing study would be considered
- Experience working in a report writing / paraplanner role (Preferrable)
- Must have experience in an IFA with knowledge of investments and pensions

- Monday to Friday
COVID-19 considerations:
All employees are requested to carry out a Covid lateral flow test twice weekly.
**Experience**:
" Paraplanner: 1 year (preferred)
" IFA/Wealth Management Experience Required