At a Glance
- Tasks: Support financial advisers by preparing reports and conducting research on financial products.
- Company: Prestigious financial planning firm in Kettering with a supportive team.
- Benefits: Competitive salary and extensive benefits package.
- Other info: Great opportunity for growth in a dynamic financial environment.
- Why this job: Kickstart your career in finance and learn from experienced professionals.
- Qualifications: Experience in IFA administration and pursuing Level 4 diploma is a plus.
The predicted salary is between 30000 - 40000 £ per year.
Our client, a prestigious firm of financial planners in Kettering, is looking to appoint a Trainee / Junior Paraplanner. They are seeking IFA Administrators or Junior Paraplanners who are looking for a new challenge.
Subject to the individual's 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 and 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 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
