Trainee Paraplanner/IFA Administrator

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This is an exciting role is working within a financial planning firm near Colchester in Essex. Ideal for someone at the beginning of their career in financial services, looking to build a long term career starting from the ground up. This firm will support and sponsor you through your CII exams. Responsibilities: Pension, Investment and Protection research Preparing Discussion Documents for Financial Adviser Meetings Pre-Submission Process Producing Suitability Reports Arranging Advisor Diary Arranging Annual Reviews Running Advisor back-office system Meeting & greeting clients for advisers Point of contact for clients for self-employed advisor Hours and Days worked: Monday - Friday Office based - MUST be able to drive due to office location 09:00 - 17:00 Ideal Skills Ability to work under pressure Fast learner Meticulous attention to detail Problem solver Excellent Time Management Very comfortable with numbers Good telephone manner Desire to learn, develop and progress in Financial Services Qualifications GCSE A or B in Maths (essential) Strong A Levels or recent graduate ideally in maths or science...
Location:
Colchester
Salary:
£28,000 per annum
Category:
Admin, Office, Secretarial & PA

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