Trainee Paraplanner/Technical Researcher

Recruiter
Charles Peters Limited
Location
Birmingham
Salary
Circa £25,000
Posted
04 Nov 2017
Closes
16 Nov 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Trainee Paraplanner/Technical Researcher

Salary circa £25,000 plus excellent benefits and exam support

A Trainee Paraplanner/Technical Researcher is required by this prominent Wealth Management firm based in Birmingham. They provide advice to company directors, professionals and other HNW individuals & have built a reputation for delivering efficient service and high quality advice to a wide range of clients across retirement planning, investments and tax.

As the Trainee Paraplanner you will be responsible for

  • Pension suitability reports
  • servicing of existing business
  • liaison with providers whilst providing full administration support directly to clients and the IFAs within the company.

Additional training and support will be providing on other Paraplanning areas such as research and fund analysis.

To be successful in this role you must have IFA Advisor Support and suitability report writing experience plus excellent written and verbal communication skills. The firm offers a full range of benefits including exam support.

If you are interested in this role, please call Richard on ************ or email your CV.


This job was originally posted as www.jobsite.co.uk/job/959462689