Trainee Paraplanner

Job Location	Hale, Altrincham
Education	Not Mentioned
Salary	£25,000 - £30,000 per annum
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent , full-time

Job Description

TRAINEE PARAPLANNERLOCATION - HALESALARY UP TO 30,000 DEPENDING ON EXP & QUALSA new and exciting opportunity is available with one of our Clients in Hale, a small, professional and expanding firm of Independent Financial Advisers. Providing financial planning advice for successful business owners, professionals, high net-worth individualsand their associated businesses, our Client has grown since 1998 to become one of the most trusted advisers in the area.Working as part of a technically minded and ambitious team of Consultants, the successful candidate will be responsible for providing an all round Paraplanning and Business Support function. Daily duties will be varied consisting of;Carrying out product researchPreparing and writing suitability reportsCorresponding with clients Processing new business Changing investment strategies Performing fund switchesLiaising with investment companiesMaintaining the client database ensuring all information is correct and up to date.It is essential that those applying for the role have previous experience working in a similar environment with product knowledge of Pensions & Investments.You will have the ability to work as part of a professional team, and be able to work under pressure in a fast paced team. Exceptional communication skills are required in order to provide first class care to the firms Clients.You will be highly professional with a strong desire to succeed within the industry and been keen to work, if not already, towards the CII exams.NJR 13751

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