Trainee Paraplanner

Premier Jobs UK Limited
Farnborough, UK
18 Sep 2019
29 Sep 2019
Contract Type
Full Time
Are you an aspiring Trainee Paraplanner looking to join a friendly team who will support you with career progression?

The Company

This Independent Financial Advisory company was setup over a decade ago by a leading life and pensions provider. This firm has grown to approximately 170 employees across the country and has developed a substantial list of private clients and SME corporate clients who choose to use them for financial advice. Their business support teams act as a key part of the overall service provided to their clients.

Trainee Paraplanner responsibilities

As a Trainee Paraplanner, you will be focusing on supporting their Independent Financial Advisers through reviewing their factfinds and meeting notes. You will need to compare these against compliance guidelines and challenge the Financial Adviser if the client's needs are not clearly documented. Plus, you will research whole of market advice and draft suitability reports. Your role as a Paraplanner will be key to ensure their private clients continue to receive quality advice meeting their financial planning needs.

Trainee Paraplanner - Requirements to be considered
  • You should have 2 years' experience within a support role to Financial Advisers
  • You should have experience of checking file cases are accurate and drafted suitability reports
  • You should have desire to increase your knowledge and experience so that you can progress within the company to become a fully competent Paraplanner

  • Salary of £28,000 - £30,000
  • Plus, company benefits including PMI, income protection, 4x DIS, critical illness and pension
  • Working as part of a highly respected name within Financial Services
  • Based in their head office with fruit and drink provisions and a relaxing environment
  • Career progression from Trainee Paraplanner to Paraplanner



Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Similar jobs

Similar jobs