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Trainee Paraplanner

Recruit UK
Job LocationMansfield
EducationNot Mentioned
Salary25,000 - 30,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Job Title:Trainee ParaplannerIndustry:Financial ServicesLocation: MansfieldSalary: £25,000 - £30,000Job reference: 15858Recruit UK are working on an excellent opportunity for a Trainee Paraplanner in Mansfield to join a Financial Planning firm.Our client is a successful and growing wealth management firm, who has a strong reputation across the UK of providing high quality service. Due to their continued growth, they are looking to expand their paraplanning team and have the capacity to bring ona trainee paraplanner. You will be provided with full support and training to develop your skills and knowledge within financial services.Your role will include:

  • Producing suitability reports/lettersfor the paraplanning team
  • Understanding client objects and the information required for the reports
  • Preparing transactional letters, obtaining application forms, gathering policy information, documents, factsheets etc
  • Provide support and assistance to other team members
  • Follow your trainee paraplanner trainee plan
Benefits:
  • Competitive salary
  • 25 days holiday, with buy/sell options
  • DIS and 5% pension contribution
  • Private medical insurance
  • Loads of fundraising and social events
  • Discounts for cycle scheme, gym membership, tech etc.
Skills and experience required:
  • Experience working in an administration within financial services
  • Motivated to develop paraplanning career
  • Highly organized, good interpersonal skills and ability to provide a high level of service
About Recruit UK:As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, RecruitUK are pleased to be working with a Financial Planning firm based in Mansfield on a trainee paraplanner.Our commitment to you:Start every journey with a conversation to find out about you in-depth.Provide honest feedback on where you fit in the jobs market.Use our network across the financial world to match you to your perfect position. Or if we think you already have it, well tell you.Take a holistic mindfulness approach - career happiness is rarely just about the money.Cover the whole of the UK with a local touch through our regional teams.Never pester you.Additional information:Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessfulon this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

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