At a Glance
- Tasks: Support financial advisers and develop your skills in paraplanning.
- Company: Join a rewarding organisation that values growth and learning.
- Benefits: 30 days holiday, gym membership, NHS cash plan, and exam support.
- Other info: Enjoy a hybrid work model and team socials in a supportive environment.
- Why this job: Kickstart your career in financial services with full training provided.
- Qualifications: Interest in financial services and strong communication skills.
The predicted salary is between 38250 - 46750 £ per year.
This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What’s most important is the desire to learn and build a worthwhile career.
Location: Office based primarily but home working is available on request
Hours: 5 days per week - 9am until 5pm (Monday - Friday)
Contract type: Permanent
Benefits:
- 30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition)
- NHS Top up Medical Cash Plan (increasing with length of service)
- Gym membership
- Free onsite parking
- Bike to work scheme
- Exam support and funding
- Inhouse development path for those that want to develop throughout the various roles
- Team socials
Role purpose: An exciting new opportunity has arisen within the Paraplanning team providing paraplanning support to the Paraplanners, Advisers and wider business.
Key Duties and Responsibilities:
- Providing paraplanning support to the Financial adviser team across more simple products and cases with a view of developing into more complex advice areas and cases in development and learning journey
- Sending Letter of Authorities to third party providers
- Chasing outstanding information with third party providers
- Analysing of policy information
- Preparation of basic suitability letter and reports
- Accurately recording clients data and compliance
- Communication between client and adviser to ensure both parties are updated throughout the process
- Working within desired timescales for completion of tasks
- Project a professional image in both appearance and attitude and provide quality support on time to agreed standards
- Maintain up to date industry knowledge and awareness by attending training days and keeping abreast of advice and process changes internally
- Develop technical competence at an appropriate level to meet the requirements of the role
- Maintain a good working relationship with colleagues, clients and third parties.
Person Specification:
- Genuine interest in Financial Services and paraplanning as a long term career
- Interest in taking exams and keen to develop is essential
- High level of attention to detail and accuracy
- Highly organised
- Excellent written and verbal communication skills
- IT Skills
- Demonstrates a positive attitude at all times
- Works well as an individual and also as part of a large team
Trainee Paraplanner (Some Hybrid) employer: Marstep Resourcing Solutions
Join our dynamic team in Ellesmere Port as an Account Development Executive, where you will thrive in a supportive and collaborative work culture that values your contributions. We offer competitive salaries with uncapped commission potential, ensuring your hard work is rewarded, alongside opportunities for professional growth and development. Experience the unique advantage of a hybrid working model that promotes work-life balance while being part of a company that is committed to your success.
Contact Details:
Marstep Resourcing Solutions Recruitment Team
