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Trainee/junior Paraplanner

Pall Mall Financial
Job LocationLondon
EducationNot Mentioned
Salary?25,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

A boutique London based Independent Financial Advisers is recruiting for an individual to fill the role of Trainee/junior Paraplanner.Training will be provided in house with no previous experience necessary. This position may be suitable for a recent graduate.

  • Prepare all relevant documentation ahead of client review meetings.
  • Analysing data received by clients and providers then use research tools to provide solutions to meet client needs and objectives.
  • Contacting third parties and providers to gather detailed information.
  • Writing suitability letters and financial planning reports that are accurate, personalised and match the client?s objectives.
  • Carrying out all tasks in a manner consistent with compliance procedures.
  • Ability to work efficiently under own initiative with impeccable attention to detail.
    • The individual will have good written & verbal skills.Support will be provided to the individual becoming Level 4 Diploma Qualified.Salary Circa £25,000 Required skills
  • Data
  • Documentation
  • Financial Planning
  • Reports
  • Suitability

    • Keyskills :
    Data Documentation Financial Planning Repts Suitability

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