Our client, a prestigious firm of financial planners in Kettering are looking to appoint a Trainee / Junior Paraplanner.
Our client is looking to speak with IFA Administrators or Junior Paraplanners who are looking for a new challenge.
Subject to the individuals level of experience/capabilities, duties and responsibilities may include:
- Working closely alongside the Advisers and senior Paraplanners
- Attending client meetings
- Preparing basic suitability reports
- Research & analysis of financial products to meet client requirements
- Preparing recommendations & implementing client recommendations
- Administrative duties
The Person:
- IFA administration experience (essential)
- Working towards L4 diploma (desirable)
- Knowledge in all aspects of financial advice covering Pensions, Investments, & Protection products
In return this opportunity offers a very competitive basic salary along with an extensive benefits package
To be considered for this opportunity, please apply for this role or contact Matthew Biddle on LinkedIn
Trainee Paraplanner in Kettering employer: Taylor James Professional Recruitment
Join a prestigious firm of financial planners in Kettering, where you will be supported in your professional growth as a Trainee Paraplanner. With a competitive salary and an extensive benefits package, our collaborative work culture fosters development and encourages you to thrive alongside experienced advisers. This is an excellent opportunity to gain hands-on experience in the financial planning sector while contributing to meaningful client outcomes.
Contact Details:
Taylor James Professional Recruitment Recruitment Team
