We are looking for a Trainee Paraplanner with a years experience in financial services to join our client’s successful wealth management company.
Your role will be to assist financial advisers in financial research for their clients, writing up suitability letters and reports, ensuring work is technically accurate, dealing with clients queries, ensuring compliance standards are met, coming up with financial solutions for clients, relationship building and fulfilling administrative procedures.
You will need to be a strong communicator, have a good knowledge of finance, be very analytical, exemplary customer service skills and be highly organised. You need to be working towards your Level 4 diploma and have experience or writing suitability reports. You will have experience of working with financial software, managing records and have worked with databases. You will also preferably have a degree in a related subject.
Generous starting salary plus bonus scheme.
Please email your CV to email@example.com to register interest.