Trainee Financial Planner
5 days ago
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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