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Trainee Paraplanner

Altrincham, Cheshire
£24,000 to £30,000
Job Type
6 Sep 2022

Our client, a prestigious and award winning firm of financial planners are looking to appoint a Trainee Paraplanner to join their successful financial planning team.

Our client is looking to speak with Administrators or Junior Paraplanners who are looking for a new challenge.

Subject to the individuals level of experience/capabilities, duties and responsibilities may include:

  • Working closely alongside the Advisers and senior Paraplanners
  • Preparing suitability reports
  • Research & analysis of financial products to meet client requirements
  • Preparing recommendations & implementing client recommendations

The Person:

  • IFA administration experience (essential)
  • Diploma Level 4 or working towards (desirable)
  • Knowledge in all aspects of financial advice covering Pensions, Investments, & Protection products

In return this opportunity offers a very competitive basic salary along with an extensive benefits package

To be considered for this opportunity, please apply for this role or contact Matthew Biddle on LinkedIn

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  • Job Reference: 705432710-2
  • Date Posted: 6 September 2022
  • Recruiter: Taylor James Professional Recruitment
    Taylor James Professional Recruitment
  • Location: Altrincham, Cheshire
  • Salary: £24,000 to £30,000
  • Sector: Banking & Financial Services
  • Job Type: Permanent