Paraplanning Trainee

7 days ago


Newbury, West Berkshire, United Kingdom KFS Recruitment Full time
Trainee Paraplanner Opportunity

We are working with a reputable IFA firm based in Newbury, Berkshire, to find a talented 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:
  • Provide administrative services to existing and potential new customers
  • Ensure customers receive the best possible service by following company procedures
  • Process new business applications and liaise with clients and providers to ensure efficient and timely completion
  • Prepare and maintain client files
  • Research and provide product and provider information for advisers using appropriate tools and the Firm's Investment Process
  • Prepare client annual review reports and suitability reports in a compliant and timely manner
Requirements:
  • Working towards the Level 4 Diploma qualification - support will be offered by the firm
Benefits:
  • Death in Service (4 x salary)
  • BUPA
  • 5% employer pension contributions

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