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Paraplanning Professional

2 months ago

Newbury, West Berkshire, United Kingdom KFS Recruitment Full time

KFS Recruitment is seeking a skilled Trainee Paraplanner to support the growth of an IFA firm based in Newbury, Berkshire. The ideal candidate will be working towards the Level 4 Diploma qualification and have a strong understanding of financial services.

**Key Responsibilities:**

* Provide administration services to existing and potential new customers
* Follow company procedures to ensure exceptional customer service
* Process new business applications and liaise with clients and providers
* Prepare and maintain client files
* Conduct product and provider research for advisers

**Requirements:**

* Strong communication and organizational skills
* Ability to work in a fast-paced environment
* Familiarity with financial services and regulations

**Benefits:**

* Competitive salary range of £28-£30k
* Hybrid working arrangement
* DIS (4 x salary) and BUPA benefits
* 5% employer pension contributions

This is an excellent opportunity for a motivated individual to develop their skills and knowledge in the financial services industry.