An independent Firm with an excellent reputation are looking to expand their team with a Trainee Paraplanner to assist the Senior Financial Planner's within the business. You will provide a comprehensive support service, it's a brilliant opportunity to develop your professional qualifications studying towards the Diploma in Financial Planning with the support of the firm.
Responsibility for a portfolio of clients, managing on going relationships and action any technical requests
Produce clear, technically accurate, compliant and concise reports for clients and Financial Planners using the information gathered from the fact-find and initial meetings
Create financial plans and detailed suitability reports based on their entire financial position
Prepare information and reports for client meetings
Keep up to date with technical and professional development and assist in the continual cycle of improving the advice and review process
Attending client events
Skills & Qualifications
Commenced study towards their Diploma in Financial Planning or a graduate or equivalent looking for a career in Financial Services.
Current experience in the Financial Services Industry
Excellent communication skills
Excellent organisational & presentation skills
Enthusiasm and motivation to further your career on to the next level.
If your skills and experience match this role, please forward your CV in a word format
Elliott James Recruitment is acting as an Employment Agency in relation to this vacancy.
This job was originally posted as www.totaljobs.com/job/76191655