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Accountancy Divisions
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London, Greater London
Trainee Paraplanner
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Job Type: Full-time |
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Salary: £28,000 per annum |
Overview
Job Title: Trainee Paraplanner Location: Enfield Salary: £28K to £32K Pension Bonus Holiday Flexible benefits full study support I am currently recruiting for are a highly reputable Independent Wealth Management Firm. They require a Senior IFA Administrator/ Trainee Paraplanner to join their friendly and sociable team based in Enfield. The team you will be working in provide technical support to a very high standard directly to the Advisers. My client offers the opportunity for their employees to bridge the gap between senior IFA Administrator to Paraplanner. This is achieved by completing templated suitability reports and being mentored by a highly experienced team. You are encouraged to study your industry qualifications in order to become diploma qualified. As a Trainee Paraplanner you will further your knowledge and develop your skill set, you will have the opportunity to step into a full Paraplanner role. Trainee Paraplanner duties include on-boarding new clients, producing illustrations, letters of valuations, Producing templated suitability reports and provider queries. Liaise with Platform providers and maintain the back-office system and client files. If you are looking for a career as a Paraplanner but need your employer to dedicate their time to your development, then please send your CV call for a confidential chat Recommend a friend - if you recommend a friend or colleague to us and we are successful in securing them a new role, we will give you £250 of High Street vouchers of your choice as a thank you