Trainee Paraplanner -

Sales Force 10 Recruitment
Leamington Spa
16 May 2018
15 Jun 2018
Contract Type
Full Time
Trainee Paraplanner
Salary - £20,000 - £22,000
Leamington Spa, Warwickshire

My client a successful, growing and professional Independent Financial Advisor (IFA) firm in Leamington Spa, Warwickshire seeks a Trainee Paraplanner. This is a very good opportunity to join an established firm.

Leamington Spa is commutable from Warwick, Coventry, the south of Birmingham and areas of Oxfordshire.

This is a permanent full time role to join a friendly team whereby you will add your value to the financial services and planning team. Training will be provided. You will be able to study for the Financial Planning qualification via the Chartered Insurance Institute. You may have already started the qualification. Promotional opportunities will exist for the successful candidate.

The role will be varied and interesting. You will need to establish positive working relationships with colleagues and clients and provide a quality level of service to end users.

In the role you will produce appropriate written correspondence to providers and clients, liaise with product providers, research and analyse data. You will need to keep up to date with legislation and company protocol.

Candidates who have studied or are studying for the Diploma in Financial Planning (DipFA) may be at an advantage.

Suitable candidates will have experience of working in a financial services business. Experience of working in an Independent Financial Advisor firm is likely to be an advantage. Candidates can of course have knowledge of financial products and/or pensions and financial administration skills.

The client seeks a candidate who is enthusiastic, professional, organised and articulate.

The salary is up to £22,000 (depending upon experience and qualifications) plus training and opportunities to develop your knowledge. The company also offers a pension scheme.

Interested candidates should forward their CV to register an interest.
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