Position details
PARAPLANNER
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Huddersfield
£26000 - £33000 01/05/2024
NJR14822
£26000 - £33000 01/05/2024
NJR14822
DESCRIPTION
Trainee Paraplanner
Huddersfield
Our client is a well established independent financial planning practice who, due to their ongoing growth, has an excellent opportunity for a Trainee Paraplanner to join team.
Working out of their offices based in Huddersfield, you will be supporting the Financial Planners in preparing client financial plans, reports, researches and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.
Responsibilities
Undertaking analysis and proposing solutions for individual clients
Compilation of research material for individual clients
Obtain illustrations/quotes for all new business, together with supporting literature
Liaison with clients, providers and consultants to obtain required information
Report writing, ensuring that all compliance matters are covered in the suitability report
Handling on-going servicing queries on behalf of the advisers
What\'s in it for you?
25 days holiday (rising with length of service) plus Bank Holidays,
Birthday Leave
Holiday Purchase Scheme
Life Assurance
Pension
Corporate Eyecare
The successful candidate will have previous experience working within Financial Planning - preferably within an Independent Financial Services environment. Qualifications are not essential, but you will need to be prepared to achieve the level Level 4 diploma over time and all study support is provided. What is essential is that you are passionate and dedicated to a career in wealth management as well as having solid communication and articulations skills.
Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.
For further information please contact one of our specialist consultants quoting REF: NJR14822
Huddersfield
Our client is a well established independent financial planning practice who, due to their ongoing growth, has an excellent opportunity for a Trainee Paraplanner to join team.
Working out of their offices based in Huddersfield, you will be supporting the Financial Planners in preparing client financial plans, reports, researches and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.
Responsibilities
Undertaking analysis and proposing solutions for individual clients
Compilation of research material for individual clients
Obtain illustrations/quotes for all new business, together with supporting literature
Liaison with clients, providers and consultants to obtain required information
Report writing, ensuring that all compliance matters are covered in the suitability report
Handling on-going servicing queries on behalf of the advisers
What\'s in it for you?
25 days holiday (rising with length of service) plus Bank Holidays,
Birthday Leave
Holiday Purchase Scheme
Life Assurance
Pension
Corporate Eyecare
The successful candidate will have previous experience working within Financial Planning - preferably within an Independent Financial Services environment. Qualifications are not essential, but you will need to be prepared to achieve the level Level 4 diploma over time and all study support is provided. What is essential is that you are passionate and dedicated to a career in wealth management as well as having solid communication and articulations skills.
Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.
For further information please contact one of our specialist consultants quoting REF: NJR14822
Apply Now