Trainee Paraplanner / Financial Wealth Administrator - New or Career Change Role

A fantastic opportunity to join a small, friendly and growing Wealth Management company based in Chobham, Woking.

Is this role for me? Yes if...

+ You've had some office workplace experience and fancy a career change
+ You are looking to start a career in Wealth Management
+ You're organised & confident
+ You ready for a challenge and want to be invested in (we'll pay for your training)

Role Info:

Trainee Paraplanner / Financial Wealth Administrator
Chobham, Woking
£20,000 - £23,000 DOE (increasing to IRO £30,000 - £35,000 once fully qualified as a Paraplanner
Plus benefits including pension, opportunities for training and support with financial qualifications with all exams and study material provided by the company + progression opportunities within a growing business
Full time

Service / Product: Modern & Dynamic Wealth Management practice.
Skills Required: Excellent communication skills, strong attention to detail, proactive and positive attitude, strong working knowledge of Microsoft Office

The role might suit a graduate or college leaver who has previous office experience and is looking to start or grow their career.

Key Duties:

+ Communicating with clients via email or the telephone – dealing with enquiries in the Partner’s absence
+ Collating information for client flies, including dealing with other providers to gather relevant information
+ Updating the database via Salesforce
+ Pipeline management
+ Preparing correspondence via email and letters
+ Diary management
+ Opening and distributing of post
+ Processing business applications
+ Other general admin duties

About You:

+ A desire to work, learn and progress within a locally run business
+ Excellent IT ability – MS Office
+ Excellent communication skills, especially written communication
+ You must be a great team player with a friendly confident manner
+ High levels of accuracy and attention to detail
+ Proactive, initiative taker
+ Must be a car driver and within commuting distance from Chobham

What’s in it for you?

+ £20,000 - £23,000 salary. This would increase to the region of £30,000 - £35,000 once fully qualified as a paraplanner
+ Opportunity for career growth within the business
+ You will be able to willing to study and develop, whilst following the inhouse training programme. All training will be supported and paid for by the practice.
+ Opportunity to work, learn and progress within a locally run business
+ Free parking

Interested? Apply here for a fast-track path to the Hiring Manager

You may have worked in the following capacities:
Trainee Paraplanner, Junior Paraplanner, Junior Administrator, Administrative Assistant, Admin, Office Coordinator, Mortgage Administrator, Pensions Administrator, IFA, Investments, Financial Services.

Application notice... We take your privacy seriously. When you apply, we shall process your details and pass your application to our client for review for this vacancy only. As you might expect we may contact you by email, text or telephone. Your data is processed on the basis of our legitimate interests in fulfilling the recruitment process. Please refer to our Data Privacy Policy & Notice on our website for further details.

If you have any pre-application questions please contact us first quoting the job title & ref. Good luck, Team RR.