Trainee Paraplanner

Recruiter
Reed
Location
Bishops Waltham, UK
Salary
Competitive
Posted
18 Aug 2019
Closes
25 Aug 2019
Ref
1222717670
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Financial advisers who understand the importance of financial freedom, security and control who specialise in retirement planning, inheritance tax planning and pension advice are recruiting for a Trainee Paraplanner to join their team.

As the Trainee Paraplanner you will work closely alongside the Financial Planner and Paraplanner with full support towards the Level 4 Diploma in Financial Planning.

Ideal candidates will have experience working in a IFA practice environment in a Administrative role. You will be ambitious and motivated to achieve the Diploma in Financial Planning.

Duties

Working with the IFA to ensure all information to support the correct client outcome.

Working with the IFA to identify areas for financial planning and identify solutions.

Working with the IFA to review the clients existing circumstance.

Preparing client suitability reports.

Prepare for client review meetings.

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