Ref: ELP242

Trainee Paraplanner

Post Date :
28 March 2024
Employment Type:
Permanent
Full Time
Hours:
Monday-Friday, 9am-5pm
Location:
Tewkesbury
Wages:
Up to £30,000 depending on experience

Who to contact:
Emma
Emma
View Profile

Our fantastic client based in Tewkesbury are currently recruiting for a Trainee Paraplanner to join their expanding team on a permanent basis.

 

This is an excellent opportunity to join an organisation who take pride in their business and provide excellent progression opportunities for their staff!

 

The successful candidate will need to have previous experience within Financial Services. Our client in return will provide full training and exam support therefore this role would suit candidate who is working towards Diploma qualified!

 

Responsibilities/Duties;

-Support the business owner in ad-hoc tasks as required

-Preparation of meeting packs for the Financial Adviser

-Act as a point of contact and effectively deal with clients and other parties, while establishing and maintaining strong relationships

-Conducting investment portfolio reviews,

-Completing Annual Reports to be issued to our clients

-The completion and analysis of Client CashFlow reports

-Product research and keeping up to date with industry changes

-Act as technical support to the Administrative Team

-Carry out tax calculations and assessments for Clients

 

Candidate Attributes;

-Minimum of two years in a Financial Services essential

-Knowledge of pensions and investments

-High level of analytical capability

-Strong communication and interpersonal skills

-Ability to communicate verbally with clients

-Excellent writing skills & attention to detail

-Self-starter who will hit the ground running and is used to working under their own initiative

-Good time and caseload management skills

-Professional & positive attitude

 

Hours- Monday-Friday, 9am-5pm

 

Salary- Up to £30,000 depending on experience + 25 days holidays + free parking + private medical insurance, 5% matched pension and company bonus