Graduate Trainee ParaPlanner / IFA
My client, a successful IFA firm based in Liverpool City Centre, requires a Trainee Paraplanner to join them on a Permanent basis. Applicants must have some Financial Services experience and will ideally have a degree.
A lot of the workload of the IFA is Pensions and Pensions Transfer business and the successful candidate will support this work in a Paraplanning capacity. Therefore applicants should have excellent reporting and MS Excel skills.
Initially a Para Planning role, there is scope to progress into an Adviser role in which full study support would be provided.
An ability to self-motivate and prioritise work effectively is an important requirement.
Ability to communicate effectively in all forms and to a very high standard.
A good eye for detail and be able to produce technically detailed documentation of a high standard.
Experience of report producing and letter writing is essential.
Excellent time management skills are essential.
This is a permanent position and a great opportunity for the successful applicant to develop and shape the role in a direction which suits.
Excellent salary and benefits as well as very good working conditions.
If you are interested in applying the role of IFA Para planner, please email your CV immediately or call us for a confidential discussion.
Source Financial Recruitment Ltd operating as an employment agency for all permanent positions. Source Financial Recruitment Ltd are only able to process applications from candidates who have the right to live in the UK.