Trainee Financial Planner

5 days ago


Marlborough, United Kingdom KFS Recruitment Full time

Job Opportunity for a Trainee Paraplanner

KFS Recruitment is pleased to be working with a reputable IFA firm in the financial services industry, on their search for a Trainee Paraplanner to join their team.

The role will involve supporting the Paraplanner and Administrators, with the aim of developing skills and expertise in paraplanning over time.

Key Responsibilities:

  • Providing administrative services to clients and potential new customers
  • Ensuring high-quality customer service by following company procedures
  • Processing new business applications and coordinating with clients and providers
  • Maintaining accurate client files and records
  • Conducting market research to provide product and provider information for advisers
  • Preparing client reports and suitability reports in a timely and compliant manner

Requirements and Benefits:

  • Working towards the Level 4 Diploma qualification in financial services
  • Support and training provided by the firm to achieve this goal
  • Competitive salary and benefits package, including DIS, BUPA, and employer pension contributions


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