Trainee Paraplanner

Recruit UK
Marlborough, UK
20 Jul 2019
26 Jul 2019
Contract Type
Full Time
Recruit UK are working on an excellent opportunity for a Trainee Paraplanner in Wiltshire to join a Financial Planning firm.

Are you a financial services administrator frustrated by the lack of progression in your current role? Do you want to take that next step and further develop your knowledge of the industry? We are actively seeking driven individuals with a genuine desire to forward their career within financial advice and would be very interested to hear from candidates who have experience working for a platform provider.

Careers in financial services can be hugely rewarding and this company is committed to assisting colleagues with continuing professional development, on-going support, and excellent remuneration opportunities. To help deliver this, they set up a Training Academy to support employee's growth and career goals which in turn support them to take the business further.

My client is an IFA practice which falls under the group 14 financial advisory firms and one discretionary fund management firm. Their offices have highly experienced advisers and their advisory ethos is to provide clients with holistic and tailored advice to achieve their financial goals and objectives. They advise on retirement planning, investment, inheritance tax planning, personal wealth or corporate planning (to name a few).

As part of a team of four Paraplanners, you will work closely with the Financial Advisers by providing technical support in the process of servicing their Clients' Financial Advice needs. You will instinctively provide excellent standards of client service, conduct detailed research on clients' existing and potential arrangements. After assessing these against the client's financial objectives, you will produce timely and compliant Financial Planning Reports.

What's in it for you:
  • Opportunities for advancement within the company including becoming a Financial Adviser for those who wish to consider this for their future
  • Financial support and study time off for appropriate qualifications

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