Trainee Paraplanner

KB Recruitment SW Ltd
17 Apr 2019
21 May 2019
Contract Type
Full Time

We have an exceptional opportunity for a Trainee Paraplanner to join a Financial Services practice in their Exeter office

The role of the Trainee Paraplanner will involve working with experienced Senior Paraplanners, helping them provide support to the team of Financial Planners, doing activities such as:

  • assisting advisers in preparing for meetings
  • preparation of advice letters and recommendations
  • preparation of detailed cash flow models
  • undertaking research to support recommendations
  • provision of technical support to complex client queries
  • liaising with clients
  • liaising with third parties and providers to gather detailed information

The ideal Trainee Paraplanner will possess the following qualities:

  • high level of attention to detail
  • numerate
  • highly organised
  • hold the Diploma in Financial Planning or equivalent
  • have a genuine interest in financial services and be prepared to study towards obtaining the Certified Financial Planner qualification
  • confident inter-personal skills, both written and verbal
  • ambitious for development
  • good IT skills (confident in Microsoft Word, Excel and Outlook)

In addition, the following attributes would be desirable:

  • have experience supporting a senior adviser / advice team
  • have made some progress towards Diploma in Financial Planning
  • Degree educated
  • fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook)
  • experience in working with a back-office system
  • have experience of using cashflow modelling tools

This is a full time position with an excellent package and a salary dependent on experience and qualifications (likely to be in the range of £20,000 to £26,000) and would suit a financial services administrator looking for the next career move.

If you are interested in this Trainee Paraplanner position and would like to know more please send your CV or telephone us for an informal discussion on a strictly private and confidential basis.

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