MARKET LEADING RECRUITMENT SPECIALISTS

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Trainee Paraplanner

Are you wanting to break into the Financial Services industry? We might just have the answer!

Our client have an exciting new opportunity for a Trainee Paraplanner to join their fast-growing but already highly successful outsourced Paraplanning company based in Wrexham. As a Trainee Paraplanner, you will be developed by a team of highly experienced and qualified Paraplanners and Managers over a period of time across all areas of Paraplanning, with a view of providing permanent paraplanning support. We are looking for someone with a genuine interest in Financial Services and the ambition to complete Financial Exams and become a qualified paraplanner.

Our client is offering a competitive salary and benefits package, along with the development opportunities to enable you to thrive and achieve your career aspirations.


Role:


As a Trainee Paraplanner you will be developed by a team of highly experienced and qualified Paraplanners and Managers over a period of time across all areas of Paraplanning, with a view of providing permanent paraplanning support. Inclusive of Suitability Report writing for Investment, Retirement Account, Protection business, Drawdowns and Transfer business for Investment and Pensions.


Responsibilities:


  • Writing of suitability letters across all product areas
  • Research and analyse financial products and charges to meet client requirements and objectives
  • Analysing clients’ requirements and data and understanding their desired outcomes
  • Liaising with practices, advisers and external/third party providers both by phone and letter
  • Gathering of information from third parties/external providers
  • Preparation of sign-up packs for advisers


Required skills:


  • Genuine interest in Financial Services
  • Ambition to complete Financial Exams and become a qualified paraplanner
  • High level of attention to detail
  • Highly organised
  • Excellent written and verbal communication skills
  • Manages time effectively with the ability to multitask
  • Always demonstrates a positive attitude
  • Works well as an individual and as part of a large team


What we offer you:


  • Exam/qualification support. We will support you, both financially for your exams and with exam preparation in your CII
  • Financial Services exams to become a Diploma qualified Paraplanner. Further support to achieve chartered status is also available
  • Salaries are reviewed regularly in line with increased knowledge, job experience and exam pass/qualifications obtaine
  • Discretionary bonus scheme based on company and personal performance
  • Medical cash plan
  • Gym membership
  • Onsite free parking
  • Bike to Work scheme
  • 22 days holiday of choice (excluding bank holidays, 30 days holiday inclusive of Bank holidays)
  • Team socials and lots of office fun!


 


If you feel that this could be the right role for you then apply now and we’ll be in touch.

  • Date Posted:
    29th June 2022
  • Location:
    Wrexham
  • Salary:
    £18,000 - £20,000

To discover more, please get in touch...