Trainee Paraplnner

Recruiter
Clarico Group Ltd
Location
Leeds
Salary
£17000 - £23000/annum bens, training
Posted
17 Jun 2017
Closes
17 Jul 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
My client is one of the leading and largest nationwide IFA firms in the UK, providing high quality Financial Advice to both Individuals and Businesses.

We are seeking someone to join the Virtual Administration team, which sits within Paraplanning and is responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures.

The ideal person for this role will either be someone who is in a File Checking or Case Checking role that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role. Ideally you will have 2-3+ years experience and It would be ideal if you are fully Diploma qualified, but we are also willing to consider part-qualified candidates looking to obtain Diploma level qualification. We are seeking someone to join the Virtual Administration team, which sits within Paraplanning and is responsible for assessing new business submitted based on information provided by the IFA's