Trainee Paraplanner- Poole based IFA
An excellent opportunity to join a respected Asset Management company in the centre of Poole.
We are continuing to build a team of individuals who share the company’s passion for high quality, customer driven financial advice. The successful applicant will report to our Operations Manager.
Responsibilities include but not limited to:
- Working closely with the advising and paraplanning teams to coordinate the annual review process.
- Preparing and producing client portfolio reports through our back office system, Intelligent Office.
- Liaising with product providers to obtain information on clients’ pensions, investments and protection plans.
- Using our fund research tool, Financial Express, to produce analysis on clients’ investments and pensions.
Full training provided.
Fantastic opportunity for the person with some Financial Services experience, excellent salary and benefits, apply now to find out more.