Private Client Trainee Paraplanner

09 Jan 2018
14 Feb 2018
Contract Type
Full Time
Private Client Trainee Paraplanner Guildford £29,000 - £34,000 I am currently working on behalf of a Leading Private Client Financial Planning specialist, having developed an exceptional reputation within the UK Markets. Primarily generating clients through established referral networks, they are looking to continue to develop their Guildford team by welcoming on board a Trainee Paraplanner. You will be supporting their growing client bank by working with leading Advisors and qualified Paraplanners, developing and utilising your technical knowledge until you are able to undertake the following responsibilities independently as well as within a team: Attending meetings with your Advisers and their High Net Worth clients. Undertake whole of market research both on your own and with others covering Pensions, Investment and Taxation. Writing bespoke client reports. Undertake technical analysis including fund analysis and product comparisons. Acting as first point of contact on a Day to day contact with HNW clients. The successful applicant will: Have at 3 years’ experience within a Financial Planning environment. Be part way towards completing or have completed your Level 4 qualifications through the CII, CISI or IFS. Be confident dealing with HNW clients and looking to work for a true Financial Planning practice. In return you will receive: A highly competitive basic salary £29,000 - £34,000 (DOE) with regular increases as you develop in the role. An unrivalled personal and team bonus scheme. Industry leading study support from senior members of the business and external training providers, including 1 to 1 study sessions with existing team members. A set progression route into a qualified Paraplanner role and then if desired into an Employed Advisor position. Should you have the specific industry experience required as detailed above and wish to be considered for the role, please forward your CV including full salary details or call 0113 234 0500 for more information. As a specialist Financial Planning search firm, operating nationwide since 1999, we are currently working with a number of leading IFA, Wealth Management and Corporate Financial Planning Practices who are always open to welcoming on board experienced, top quality employees at all levels who can add real value to their businesses. If you do have experience working within a Financial Planning environment and are looking to consider what options are currently available to you; please do feel free to get in touch for a strictly confidential conversation on the above number.