Trainee Paraplanner

Job Location	Elland
Education	Not Mentioned
Salary	£23,000 - £28,000 per annum
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent, full-time

Job Description

Trainee ParaplannerElland£23,000 - £28,000Our client is a well established independent financial planning practice who, due to their ongoing growth, have an excellent opportunity for an experienced IFA Administrator to join the team with a view to moving into paraplanningWorking out of their offices based near Huddersfield, you will be supporting the Wealth Managers in preparing client financial plans and be involved throughout the processWhat’s in it for you

23 days + bank holidays increasing with service
Private Medical Cover
Pension
Income Protection
Death in Service
Free parking

Responsibilities will include:

Processing new business
Dealing with Letters of Authority
Obtaining valuations and illustrations
Creating meeting packs
Helping with the technical information and presentations
Liaison with clients, providers and consultants to obtain required information
Conducting research
Suitability Report writing

The successful candidate will need to have previous experience working within Financial Planning - preferably within an Independent Financial Services environment but those with any pensions, investment or mortgage processing experience will also be considered.Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.For further information please contact NJR Recruitment quoting REF NJR14893#Fin1

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