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Trainee Paraplanner

Heat Recruitment
Job LocationLiverpool
EducationNot Mentioned
Salary18,000 - 25,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

This is a fantastic opportunity, to join a well established financial planning firm in Liverpool within a junior paraplanning role, with the chance to progress and develop throughout. During a period of growth, our client is looking for someone to provide administration and junior paraplanning support to the successful Financial Planners of the business. You will have the opportunity to work in a supportive team environment where progressionis strongly supported and encouraged.Duties will include

  • processing new business
  • liaising with clients and providers
  • preparing client meeting review packs
  • basic suitability report writing
Whats on offer
  • 1 day working from home a week
  • auto-enrolled pension scheme (matched contribution)
  • 22 days holiday + bank holidays
  • 4 x DIS
Whats nextApply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specificskills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.Synonyms: IFA Admin, IFA Administrator, Junior Paraplanner, Client Services, Client Support, Paraplanning Assistant, Business Support, Wealth Administrator, Client Delivery, Financial Administrator, Financial Planning, Financial Services

Keyskills :
Business SupportClient ServicesFinancial PlanningParaplanningWealth Management

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