Trainee Paraplanner
New Today
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
- Location:
- Gb
- Job Type:
- FullTime
- Category:
- Finance