Trainee Paraplanner/IFA Administrator
New Today
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