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Katie Bard
,
Birmingham, West Midlands
Graduate Trainee Paraplanner - Progressive Role with Full Training
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Job Type: Full-time |
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Salary: £18,000 per annum |
Overview
A fantastic organisation in Birmingham city centre is looking for a switched-on individual for a progressive opportunity. Working as part of a well established team within financial services you will be required to carry out your day-to-day tasks in a professional and autonomous manner. Within this role there is plenty of scope to gain new skills, develop and progress in the business. You must have strong administrative skills and be educated to degree level or equivalent (ideally from an economics or numerate based subject). This is a great role for a graduate to join a dynamic and vibrant team which help put through further qualifications to become IFA qualified. Your responsibilities will include: Providing end to end support for a range of client portfolios Building a strategy for the clients to help support their needs Administrating recommendations on behalf the client Researching financial plans and reviews Further to this, you will study for further qualifications We are looking for an individual with a real passion for financial services and a desire to offer exceptional levels of client service that wants to learn and progress through the further IFA qualifications and exams. If you think this is the role for you, please apply online or contact Matt D’Silva on 0121_633_4443 today Please contact your consultant directly if you are already registered with Katie Bard. Katie Bard is an Equal Opportunities Employer.