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Paraplanning Trainee

2 months ago

Marlborough, Wiltshire, United Kingdom KFS Recruitment Full time
Job Opportunity

Paraplanning Trainee

We are pleased to be working with KFS Recruitment, a leading recruitment agency, on their search for a Paraplanning Trainee to join their team.

The role will be split between supporting the Paraplanner and the Administrators, with the view after approximately 18 months, that 80% of the role will be focused on paraplanning.

Key Responsibilities:

  • Providing administrative services to both existing and potential new clients
  • Following company procedures to ensure that clients receive the best possible service
  • Processing new business applications and liaising with both the client and the provider to ensure the business is dealt with in an efficient and timely manner
  • Preparing and maintaining client files
  • Providing product and provider research for advisers by researching the market using the appropriate tools and following the Firm's Investment Process
  • Preparing client annual review reports and suitability reports in a compliant and timely manner and in line with our processes

Requirements:

  • To be working towards the Level 4 Diploma qualification - support will be offered from the firm with this

Benefits:

  • DIS (4 x salary)
  • BUPA
  • 5% employer pension contributions