Page Personnel
Trainee Paraplanner
Job Location
Dunham Town, United Kingdom
Job Description
A reputable wealth management firm in Altrincham is looking for a Trainee Paraplanner to join their team.
Client Details
Providing holistic financial advice across various areas, the company has built up a strong reputation for providing a client-focused approach and has grown significantly over the last 10 years.
Description
As Trainee Paraplanner, you will take on duties such as:
Assisting in basic report writing
Assisting in researching financial products for each individual client needs
Carrying out reviews and dealing with client queries quickly and efficiently, being a point of contact for clients
Submitting plans to third party providers
Maintaining a hands on approach to the required administrative needs, ensuring everything is accurate as well as compliance with company and other financial regulationsProfile
This role would suit someone who is currently in an IFA Administration role, or similar, looking for a step into Paraplanning, or someone who has experience working in a support role for a Paraplanning team. Ideally, you will have:
Strong knowledge of investment and other financial products
Excellent communication skills
Attention to detail
Strong customer service mindset
Excellent analytical and problem solving skillsJob Offer
As Trainee Paraplanner, you will get:
Salary paying £(phone number removed)
Study support if applicable
25 days holiday
Company pension scheme
Private healthcareThe role will be 5 days office based so ideally you need to be within a commutable distance of Altrincham
Location: Dunham Town, GB
Posted Date: 10/6/2024
Client Details
Providing holistic financial advice across various areas, the company has built up a strong reputation for providing a client-focused approach and has grown significantly over the last 10 years.
Description
As Trainee Paraplanner, you will take on duties such as:
Assisting in basic report writing
Assisting in researching financial products for each individual client needs
Carrying out reviews and dealing with client queries quickly and efficiently, being a point of contact for clients
Submitting plans to third party providers
Maintaining a hands on approach to the required administrative needs, ensuring everything is accurate as well as compliance with company and other financial regulationsProfile
This role would suit someone who is currently in an IFA Administration role, or similar, looking for a step into Paraplanning, or someone who has experience working in a support role for a Paraplanning team. Ideally, you will have:
Strong knowledge of investment and other financial products
Excellent communication skills
Attention to detail
Strong customer service mindset
Excellent analytical and problem solving skillsJob Offer
As Trainee Paraplanner, you will get:
Salary paying £(phone number removed)
Study support if applicable
25 days holiday
Company pension scheme
Private healthcareThe role will be 5 days office based so ideally you need to be within a commutable distance of Altrincham
Location: Dunham Town, GB
Posted Date: 10/6/2024
Contact Information
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