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Trainee Paraplanner

Harrogate, North Yorkshire

Job id:
LJA-57682746
Published:
14-03-2018
Expires:
30-04-2018
Job type:
Full-time
Salary level:£23,000 - £28,000  per year
Job sector:
Finance & Accounting, Insurance
Job id:
LJA-57682746
Published:
14-03-2018
Job type:
Full-time
Expires:
30-04-2018
Salary level:£23,000 - £28,000  per year

My client is a Financial Advisory, Asset Management firm, providing high quality Financial Advice to both Individuals and Businesses.

We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, writing suitability reports, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures.

The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3, RO4, RO5, RO6).

This company provides an excellent training programme, coupled with very strong benefits structure including 30 days holiday

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