Paraplanning Trainee
11 hours ago
Trainee Paraplanner Opportunity
We are working with a reputable IFA firm based in the Newbury area, seeking a Trainee Paraplanner to join their growing team.
The role will involve supporting the Paraplanner and Administrators, with a view to increasing paraplanning responsibilities after approximately 18 months.
Key Responsibilities:
- Providing administrative services to existing and potential new customers
- Ensuring customers 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 product and provider research for advisers
- Preparing client annual review reports and suitability reports in a compliant and timely manner
Requirements:
- Working towards the Level 4 Diploma qualification, with support offered by the firm
Benefits:
- Death in Service (4 x salary)
- BUPA
- 5% employer pension contributions
This is an excellent opportunity for a motivated individual to develop their skills and knowledge in the financial services industry.
We look forward to hearing from you if you are interested in this Trainee Paraplanner role.
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