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- Tasks: Support Financial Planners and assist with client documentation and valuations.
- Company: Reputable financial advisory firm with a focus on growth and development.
- Benefits: Competitive salary, enhanced pension, 28 days holiday, and bonus package.
- Why this job: Kickstart your career in finance and gain valuable experience in a supportive environment.
- Qualifications: Experience in financial services and good communication skills required.
- Other info: Opportunity for professional growth and learning in a dynamic team.
The predicted salary is between 24000 - 36000 £ per year.
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking a competent Trainee Paraplanner to join their growing team.
Responsibilities
- Providing planning support to Financial Planners and a professional service to new and existing clients
- Undertake client valuations and preparing documentation ahead of client reviews
- Supporting experienced Paraplanners with the drafting of reports and other documentation
- Liaising with insurers / providers for new business quotations and updating software accordingly
- Ensuring all client records are kept up to stand and all relevant checks etc are completed
Experience required
- Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications,
- You will have a good knowledge of pensions, investments, protection etc
- Good verbal and written communication skills and have the ability to manage multiple tasks.
- Ideally you will have experience of working with systems such as Intelligent Office (IO)
In return our client is looking to offer a competitive basic salary, benefits and bonus package including enhanced pension, 28 days holiday, PMI etc.
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Contact Detail:
Switch Recruitment Recruiting Team
We think you need these skills to ace Trainee Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trainee Paraplanner role. Highlight any relevant experience in wealth management or financial services, and don’t forget to mention any professional qualifications you hold!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial advisory services and how your skills align with the responsibilities of the role. Keep it concise but impactful.
Showcase Your Communication Skills: Since good verbal and written communication skills are key for this role, make sure your application reflects that. Use clear language and check for any typos or errors before hitting send!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
