Trainee Paraplanner

4 Days Old

Ourclient,aprestigiousfirmoffinancialplannersinLeedsarelookingtoappointaTrainee/JuniorParaplanner.
OurclientislookingtospeakwithIFAAdministratorsorJuniorParaplannerswhoarelookingforanewchallenge.
Subject totheindividual slevelofexperience/capabilities,dutiesandresponsibilitiesmayinclude:
WorkingcloselyalongsidetheAdvisersandseniorParaplanners
Attendingclientmeetings
Preparingbasicsuitabilityreports
Research&analysisoffinancialproductstomeetclientrequirements
Preparingrecommendations&implementingclientrecommendations
Administrativeduties
ThePerson:
IFAadministrationexperience(essential)
WorkingtowardsL4diploma(desirable)
KnowledgeinallaspectsoffinancialadvicecoveringPensions,Investments,&Protectionproducts
Inreturnthisopportunityoffersaverycompetitivebasicsalaryalongwithanextensivebenefitspackage
Tobeconsideredforthisopportunity,pleaseapplyforthisroleorcontactMatthewBiddleonLinkedIn

TPBN1_UKTJ
Apply
Location:
Leeds
Salary:
£30,000
Job Type:
FullTime
Category:
Finance

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