Trainee Paraplanner

5 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
AMRT1_UKTJ ...
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Location:
Leeds
Salary:
£30,000
Job Type:
FullTime
Category:
Accounting & Finance

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