Trainee Paraplanner

5q Consultancy Limited
£22,000 - £32,000
31 Oct 2017
16 Nov 2017
Contract Type
Full Time

Trainee Paraplanner

£22,000 - £32,000

An award-winning business of chartered financial planners is growing in Cranleigh and they are looking for a trainee paraplanner to support the team.
This is a fantastic opportunity for candidates with Financial Administrative experience looking to take a step up in responsibilities within the financial world.

Hours of work are Monday - Friday 9-5 and includes a generous employee benefits package, including fully funding for future qualifications and holiday entitlement.

Main responsibilities will include:

  • Reviewing client files and information
  • Analysis of data
  • Using software packages to determine investment risk profiles
  • Preparing report structures and content
  • Assisting the improvement of systems

The ideal candidate will have:

  • 18+ months experience in a financial administrative position
  • Desirably have a Diploma in Financial Planning but not essential
  • Excellent verbal and written communication skills
  • Strong analytical ability
  • Proficient in MS Office
  • Excellent organisational skills

If you feel you meet all the above criteria and are looking for the next challenge within the financial word get in touch today.

5Q Consultancy are a specialist Recruitment Consultancy with clients within: Financial , Investment Banking , Digital , Marketing , Education , Agricultural , Accountancy , IT & Technical , Construction & Engineering .

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