Trainee Paraplanner

An established financial planning firm managing £50m of client assets. Due to further expansion and continued success, we are hiring We have a position for an Office Administrator / Trainee Paraplanner based in a young, vibrant office environment in Kent. The ideal candidate will be keen to develop a career in the financial services profession and progress to a senior paraplanner role. We are looking for someone with: Strong communication skills - face to face, telephone and written Developed organisational skills and the ability to multitask Proven IT skills - proficient in Microsoft office at the very least A self-motivated and curious personality, that enjoys learning The desire and drive to study and pass diploma level exams with our support An exceptional eye for detail Experience working in Financial Services, although this is not essential Duties will include: Supporting and reporting directly to the directors Preparing analysis on existing financial plans Creating and editing client reports Communicating with clients and product providers over the phone Formatting and sending letters We will offer: A competitive Salary An enjoyable work environment Ongoing study support Flexible working hours Workplace pension Full training on a variety of software packages We look forward to receiving your up to date CV and Covering Letter