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.
Trainee Paraplanner in Kettering employer: Switch Recruitment
At Switch Recruitment, we pride ourselves on being an exceptional employer that values the growth and development of our employees. Our collaborative work culture fosters innovation and creativity, while our competitive salary and bonus scheme ensure that your hard work is rewarded. Located in a vibrant area, we offer unique opportunities for networking and professional advancement, making us the ideal place for those looking to make a meaningful impact in the employee benefits consulting field.
