TRAINEE PARAPLANNER

Recruiter
NJR Recruitment
Location
Sandbach, UK
Salary
Competitive
Posted
02 Oct 2019
Closes
30 Oct 2019
Ref
1247050603
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Trainee Paraplanner - Sandbach

£25,000

A Sandbach based Wealth Management Company offering a full range of financial services to its Private and Corporate Clients, are currently looking to recruit a Trainee Paraplanner to support their Financial Consultants.

Reporting to the Head of Paraplanning responsibilities will include: Collating and gathering client's financial records Liaising with third party providers Producing analysis reports on findings Preparing presentation packs for Adviser meetings Producing suitability reports. Candidates will have a minimum of 2 years experience working within an IFA Practice and should have gained some experience of writing reports.

Those with industry qualifications will be of high interest. The ability to prioritise and to self-manage workloads effectively is also very important. The successful candidate will be working as part of a dynamic team in a fast paced, expanding Practice for one of the UK's largest Wealth Management businesses.

In addition to a standard market basic salary (negotiable) there is an annual discretionary bonus linked to the performance of the individual and the overall practice. There is a lot of scope for progression which would be rewarding to a candidate looking to develop their financial services career. NJR 9426

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