Trainee Paraplanner

Recruiter
Reed Insurance
Location
Burgess Hill
Posted
10 Jan 2018
Closes
11 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
We are working with an exceptional client based in Burgess Hill. We are have an exclusive role that is working with a head of business as Trainee Paraplanner. This role is working on site and amongst a team but you will be dealing with one individual most of the time.

For this role we need candidates to have at least a good understanding for Pensions, Investments and ideally protection or IHT.

If you have experience working in the IFA practice environment then that is ideal however not a deal breaker. The role will be a technical role and you need to be able to demonstrate that you can balance technical with organisation skills and have the desire and ambitions to go through your qualifications to become DipFa qualified. This will of course be funded by the company.
You will also be carrying daily administration duties like New business applications, valuations, booking in client reviews and working with various different providers.

We need to be speaking to candidates that have a good Financial background, have exposure to Pension and Investments, be organised and confident in your approach.

This is an exceptional company and role for the right person and I will be keen to review cv at chloe.emmerson@reedglobal.com

Reed Specialist Recruitment Limited is an employment agency and employment business