Trainee Paraplanner

Application Recruitment Ltd
15 Apr 2018
14 May 2018
Contract Type
Full Time

Job Title: Trainee Paraplanner

Location: Glasgow

Salary: £20K-£23K per annum (depending on experience)

An opportunity has arisen with one of our valued clients within wealth management.This organisation is a market leader who have an outstanding reputation in the field of wealth management. They demonstrate the highest of quality within the industry and to their clients.Our Client is looking for a trainee paraplanner to join their growing team.You will be supported in the learning of how to check CFR’S, collatingclientinformation, preparingsuitabilityletters,preparingillustrations,managingcasestocompletionandworkingwith internalprocessingsystems.YouwillbegivenfulltrainingontherelevantITsystems and the opportunity to gain professional diploma qualifications in paraplanning.

Person Profile:

You are a high-quality individual who embodies commercial spirit, who has technical expertise and exemplary interpersonal skills.We are looking for individuals who want to take charge or their own career with the utmost level of diligence and integrity. You enjoy liaising with the partner and their team and you match your technical skills with a positive ‘can-do’ attitude.For the successful candidate there is true career progression and the opportunity to be nurtured and supported every step of the way.

Your Experience and qualifications:

Minimum of a 2:2 in any relevant degree such as Finance or EconomicsHas experience of working within the office environments. Your Skills:

You will need to display a level of technical competency on several investmentsYou will need to have expert communication skills to aid strong business developmentYou will need to be technically savvy on Microsoft OfficeYou will need to have resilience and perseveranceThis firm look after their employees well and have a plethora of benefits that their Employees can take advantage of, including a competitive pension scheme.

If this aligns with your goals and aspirations, if you would like to have ownership over your career and would like the opportunity to be able to challenge yourself within this ever-expanding organisation then please email your updated CV and a cover letter to Hollie McKnight.

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