My client a successful, growing and professional Independent Financial Advisor firm in Leamington Spa, Warwickshire seeks a Trainee Paraplanner.
This is a permanent full time role to join a team whereby you will add your value to the financial services and planning team. Training for the relevant financial qualifications and promotional opportunities will exist.
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.
Suitable candidates will have experience of working in a financial services business. Or be of graduate calibre looking to join the industry.
Knowledge of pensions and other financial products would be of benefit.
Candidates will need to be professional, organised and articulate.
The salary is up to £24,000 plus good company benefits.
Interested candidates should forward their CV to register an interest.