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Paraplanning Trainee

2 months ago

Altrincham, Trafford, United Kingdom Page Personnel Finance Full time

A leading financial services firm, Page Personnel Finance, is seeking a highly motivated Trainee Paraplanner to join their team in Altrincham.

**About the Company**

Page Personnel Finance is a reputable wealth management firm that has built a strong reputation for providing a client-focused approach and has grown significantly over the last decade.

**Job Summary**

As a Trainee Paraplanner, you will be responsible for assisting in basic report writing, researching financial products, carrying out reviews, and dealing with client queries. You will also be responsible for submitting plans to third-party providers and maintaining accurate administrative records.

**Key Responsibilities**

  • Assist in the preparation of financial reports and presentations
  • Research and analyze financial products to meet client needs
  • Conduct reviews and respond to client queries in a timely and efficient manner
  • Submit plans to third-party providers and maintain accurate records
  • Ensure compliance with company and regulatory requirements

**Requirements**

  • Strong knowledge of investment and financial products
  • Excellent communication and interpersonal skills
  • Attention to detail and analytical skills
  • Strong customer service mindset
  • Ability to work in a team environment

**What We Offer**

  • Competitive salary of £28,000-£32,000
  • Study support and professional development opportunities
  • 25 days annual leave
  • Company pension scheme and private healthcare