Trainee Paraplanner

Recruiter
Sycamore Recruitment
Location
Farnborough
Salary
25000.0000
Posted
09 Feb 2017
Closes
09 Mar 2017
Contract Type
Permanent
Hours
Full Time

My client in the Farnborough area is looking for a Trainee Paraplanner to join a small team on a permanent basis. Working directly for the head of investments you will be responsible for the daily work load.

The Role

* Working 121 with the Head of Investments
* Dealing with new clients financial planning
* Analysing systems and reports
* Report writing (template generated)
* Fact-finding
* Investment research
* Regularly speaking to clients

The Candidate

The ideal candidate will have previous Para-planning experience or be looking to become a Para-planner.
Ideally you will diploma qualified, highly motivated and have excellent IT skills.