Trainee Paraplanner

Recruiter
Cavendish House Recruitment LLP
Location
Bristol (City Centre)
Salary
Up to £17,500
Posted
31 Oct 2017
Closes
16 Nov 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Position: Trainee Paraplanner

Location: Bristol

Salary: Up to £17,500

Reference: LH/19541

Cavendish Maine are delighted to be working with a well-established Financial Services practice who are looking to recruit a Trainee Paraplanner to join their firm. This is a great opportunity for someone with some experience who is looking to progress further in their career. You will be working within a friendly environment and provided with full financial support to pass your exams and become a fully qualified paraplanner.

About the role:

As a Trainee you will be supporting the Financial Adviser so they can provide the best possible advice to their clients.

This role will consist of;

  • Preparation of new and existing client files
  • Obtaining valuations from product providers
  • Contacting third parties and providers to gather detailed information
  • Assist with suitability letters
  • Obtain all appropriate paperwork, illustrations, applications and Key features documentation
  • Open, scan, and distribute the post each morning
  • To meet and greet clients and guests as they arrive at the office in a friendly and professional manner
  • Prepare meeting rooms prior to clients or guests arriving
  • To be the first point of contact for incoming telephone calls
  • Send Letters of Authority and Change of Service letters to Providers

Key Skills/Experienced Required:

You will have some experience within financial services either within an IFA practice or a product provider and you will want to work towards being a qualified paraplanner. You must have strong administrative skills and have the ability to multitask. This role does require you to have a customer centric mindset.

This is a rare opportunity to join a firm who will progress and support your exams and help you push your career forward.


This job was originally posted as www.jobsite.co.uk/job/959435445