Junior Paraplanning Professional

7 days ago


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

We are pleased to be working with KFS Recruitment on their search for a Trainee Paraplanner to join the growing team of a reputable IFA firm.

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

Key Responsibilities:

  • Providing administrative services to both existing and potential new clients
  • Ensuring that clients receive the best possible service by following company procedures
  • Processing new business applications and liaising with clients and providers to ensure efficient and timely completion
  • Maintaining client files and preparing necessary documentation
  • Conducting product and provider research for advisers, utilizing market tools and the firm's Investment Process
  • Preparing client annual review reports and suitability reports in a compliant and timely manner, in line with company processes

Requirements and Benefits:

  • Working towards the Level 4 Diploma qualification, with support offered by the firm
  • Competitive benefits package, including DIS (4 x salary), BUPA, and 5% employer pension contributions


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