Trainee Paraplanner

A chance to work for an exciting financial services firm in Manchester, for a Trainee Paraplanner.

Client Details

A forward-thinking business that has won numerous awards, you will be joining an experienced and growing team where you will be supported with training, development and support for qualifications. The firm has a key focus on sustainability, diversity and inclusion, and is a great environment to work in.

Description

As a Trainee Paraplanner, you will be supporting the Financial Planners and Paraplanners with administration support to service clients needs around financial advice, and ensuring that this service is a top class standard. The main duties will be:

Preparing suitability reports for clients and preparing client review packs
Carrying out specific research on financial products for each individual client needs
Carrying out reviews and dealing with client queries quickly and efficiently, and act as a point of contacts for clients
Submitting plans to third party provider companies
Maintaining all necessary administrative information, ensuring all is correct and accurate, as well as being compliant with relevant bodiesProfile

For this role, we are looking for someone who has:

Worked in an IFA environment in an administration role looking for a step up
Ambition to build a career in paraplanning
Desire to study towards CII or CISI diploma qualification
Excellent communication skills with confidence to speak to various stakeholders and enjoys client interaction
Prides themselves on their customer service skills
Has a strong attention to detail and able to work with a high level of accuracy
Strong analytical skills and able to solves problems effectively
Confidence with systems and ITJob Offer

As Trainee Paraplanner, you will get:

Attractive salary depending on experience and qualification
25 days holiday
Flexible working
Hybrid working
Company pension scheme
Private healthcare
Discount on services such as dental, eye care etc
Support for professional development