At a Glance
- Tasks: Conduct technical research and prepare high-quality client advice reports.
- Company: Prestigious financial planning firm in Middlesbrough with a supportive team.
- Benefits: Competitive salary, hybrid/remote work options, and career development opportunities.
- Other info: Join a dynamic team focused on delivering exceptional client service.
- Why this job: Kickstart your finance career while making a real difference for clients.
- Qualifications: Must have started level 4 diploma exams; IFA Administrators and Junior Paraplanners welcome.
The predicted salary is between 30000 - 37000 £ per year.
Recruit UK are working with a prestigious client based in Middlesbrough, who are looking for a Trainee Paraplanner to join their team. As a Trainee Paraplanner, you will provide technical research services to the Financial Planners and ensure the preparation of client advice is of the highest quality and delivered efficiently, while mitigating any risks to the business and assisting the practice to achieve its goals. This role is open to IFA Administrators and Junior Paraplanners who must have started level 4 diploma exams, ideally with 2 x RO exams passed (min).
Duties will include but are not limited to:
- Create suitability reports following annual reviews and new business client meetings
- Research products and preparing recommendations
- Responsible for technical research, cash flow modelling, producing recommendations
- Attending client meetings where appropriate
- Client focus ensuring clients receive the best possible service every single time
- Adhere to FCA regulations and ensure compliance
We think you need these skills to ace Trainee Paraplanner in Middlesbrough
Problem-Solving Ability
Relationship-Building Skills
Strong Communication Skills
Logical Thinking
Teamwork
Initiative
Motivation
