Trainee Paraplanner

Recruiter
Financial Divisions
Location
United Kingdom
Salary
From £25,000 to £30,000 per annum
Posted
30 Sep 2017
Closes
03 Nov 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Trainee Paraplanner – Leading IFA

City of London

£25,000 - £30,000

Financial Divisions are currently working with a leading Independent Financial Advisers based in the City in their pursuit of a Trainee Paraplanner. The firm are currently experiencing a strong period of growth and are looking to add support to their team of Advisers with a Trainee Paraplanner. As Trainee Paraplanner you will be responsible for:

·New client applications, processing and updating client records

·Conducting client fact finds

·Producing client recommendation reports

·Handling client and supplier queries

·Working with a portfolio of HNW individuals

·Assist Senior Paraplanners with research and analysis

·Preparing and arranging client meetings

·General ad hoc support for the firm’s Financial Advisers

As Trainee Paraplanner you will be:

·Studying towards or completed your Diplomin Financial Planning

·Experienced in working in an IFA firm

·Experience working with a range of products

For consideration please forward your CV to Mark Flannery at Financial Divisions
This job was originally posted as www.totaljobs.com/job/76187691