Trainee Paraplanner

Cavendish Maine
16 May 2018
15 Jun 2018
Contract Type
Full Time

Job Title: Trainee Paraplanner

Location: Bath

Job Sector: Financial Services

Job Type: Permanent

Salary: Competitive

Job Reference: LS/20249

About the Role:

Are you an IFA administrator looking to take your next career step? Are opportunities with your current employer limited?

Let me tell you about a role that I am working that may be the perfect opportunity for you.

The role available is for a trainee paraplanner with experience of working in an IFA environment. You must have a passion for providing a high level of client service and ambition to advance your career through the undertaking of exams.

Duties will include general administration and technical support to one or two Financial Advisors. The trainee paraplanner will work alongside more senior colleagues and learn to identify areas for planning and assist with technical research and analysis. It will be the trainee’s responsibility to ensure that all paperwork and client information is up to date and available in preparation of Client and Advisor meetings. The trainee paraplanner will also complete standard suitability reports and help to review and analyse clients’ investment portfolios.

About the Company:

This vacancy has become available due to an internal promotion.My client, an award winning Financial Planning and Investment Management consultants has a commitment to helping employees improve their professional standards by financially supporting them to study for and take the diploma in financial planning.

With a reputable name for providing high quality advice to HNW and UHNW clients, corporate clients and charities, it’s imperative that employees are able and committed to offer a high standard of service.

Key Skills/Experience Required:

To be successful in this role you will need to be highly organised with an ability to communicate to colleagues, peers in the industry and clients. Client service is of a high importance, so they do require someone who is well spoken, conscientious and ambitious.

Although it isn’t necessary, candidates with industry related qualifications will be at an advantage.

Salary/Benefits Information:

A competitive salary will be on offer and relative to the existing experience of the successful candidate. They also offer a range of benefits including a discretionary annual bonus, a contributory pension scheme, support towards training and development as well as a range of other benefits and a collaborative and friendly work environment.

Candidate care:

By responding to this advert you consent to Cavendish Maine processing the personal data included within this application.

If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.

Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file for 6 months, during which time you may be contacted for other suitable vacancies.If you do not want us to do this please call us on 01275 813000.

In the meantime, we would like to thank you for your interest in Cavendish Maine.

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