Trainee Paraplanner

Trainee Paraplanner, Harrogate, North Yorkshire, Salary up to £30,000 (dependent upon experience) and excellent benefits including bonus and the opportunity to progress.

Are you a career minded Trainee Paraplanner looking to join a rapidly growing business and be fully supported in the next stage of your career development?

Are you an IFA Administrator looking for your next career move into the world of Paraplanning?

Would you potentially like to be on the right path to becoming a highly successful, fully fledged Paraplanner or Financial Adviser?

Then this could be a fantastic opportunity for you.

I have a number of fantastic opportunities for Trainee Paraplanners within a successful and growing Financial Planning firm in Harrogate, North Yorkshire.

The opportunities for this firm are fantastic and the business and all the people within it are gold star individuals.

As a Trainee Paraplanner you will:

- Learn to provide bespoke technical suitability reports on an ad hoc basis concerning both investment and retirement related matters
- Evaluate client’s circumstances, portfolios, risk levels and objectives to provide appropriate and client friendly suitability reports
- Undertake research by using specialist programs and cost comparison tools to help find fund and product recommendations
- Prepare new business cases including illustrations and detailing all provider forms

What do you need to apply:

- Previous experience as a Trainee Paraplanner or IFA Support Administrator
- Exposure to basic suitability reports and understanding them
- Ideally working towards the Level 4 Diploma and have a couple of RO examinations under your belt

In return you will receive a competitive salary and bonus potential alongside fantastic career development opportunities with the added bonus of learning from the best. There is an element of home working if this appeals and full study support. This firmoffer a true path to becoming a Financial Advisor if you want to work towards that.