Address
Form of work
SalaryA chance to work for an exciting financial services firm in Manchester, for a Trainee Paraplanner.
Client Details
A forward-thinking business that has won numerous awards, you will be joining an experienced and growing team where you will be supported with training, development and support for qualifications. The firm has a key focus on sustainability, diversity and inclusion, and is a great environment to work in.
Description
As a Trainee Paraplanner, you will be supporting the Financial Planners and Paraplanners with administration support to service clients needs around financial advice, and ensuring that this service is a top class standard. The main duties will be:
- Preparing suitability reports for clients and preparing client review packs
- Carrying out specific research on financial products for each individual client needs
- Carrying out reviews and dealing with client queries quickly and efficiently, and act as a point of contacts for clients
- Submitting plans to third party provider companies
- Maintaining all necessary administrative information, ensuring all is correct and accurate, as well as being compliant with relevant bodies
Profile
For this role, we are looking for someone who has:
- Worked in an IFA environment in an administration role looking for a step up
- Ambition to build a career in paraplanning
- Desire to study towards CII or CISI diploma qualification
- Excellent communication skills with confidence to speak to various stakeholders and enjoys client interaction
- Prides themselves on their customer service skills
- Has a strong attention to detail and able to work with a high level of accuracy
- Strong analytical skills and able to solves problems effectively
- Confidence with systems and IT
Job Offer
As Trainee Paraplanner, you will get:
- Attractive salary depending on experience and qualification
- 25 days holiday
- Flexible working
- Hybrid working
- Company pension scheme
- Private healthcare
- Discount on services such as dental, eye care etc
- Support for professional development
