Trainee Paraplanner

2 months ago

BurnhamonSea, Somerset, United Kingdom Recruit UK Full time

Job Opportunity:

Recruit UK is seeking an experienced Administrator to join a leading Chartered financial planning practice in Burnham-on-Sea. This role offers a chance to progress your career and develop your knowledge in Paraplanning duties.

About the Role:

  • Provide administrative support to financial advisers, ensuring smooth operations within the firm.
  • Develop your skills in client data management, compliance documentation, and workflow optimization.
  • Liaise with clients and third parties to gather necessary information.
  • Support advisers with diary management, meeting arrangements, and preparation of client-facing documents.
  • Contribute to the optimization of back-office systems and maintaining compliance standards.

Benefits:

  • Competitive salary and benefits package.
  • Support environment for career progression and qualifications within work hours.
  • Hybrid working and carpool options for employees.
  • Opportunity to progress within the company into Paraplanning and Advice.
  • Generous benefits including PMI, pension, and support.

Requirements:

  • Previous experience in a financial planning or IFA environment.
  • Excellent IT, communication, and organisational skills.
  • Proficient in using financial advice software.
  • Strong attention to detail and a proactive approach.

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