Trainee Paraplanner

A Trainee Paraplanner is required by a growing, acquisitive IFA firm in Warwickshire following an internal promotion. The role provide support to a team of Advisors and will focus on ISA’s, pension transfers and fund switches.

The key responsibilities of the role are as follows:

  • Prepare suitability reports (Investment and Pension) and fund switch letters in line with company procedures and tasks
  • Conduct research as required to support recommendations
  • Liaise with technical and compliance departments
  • Assist in follow up action requested in relation to a compliance file check
  • Deal effectively with clients and colleagues, understanding the need to manage clients and colleagues expectations
  • Understand the need for confidentiality of information and will deal with personnel issues appropriately and sensitively

You will be working towards your CII Level 4 qualification and have good financial services experience, ideally including undertaking product research and switching funds. You will possess excellent communication skills, have the ability to effectively manage your own time and also demonstrate excellent attention to detail. You will also be highly IT literate (especially regarding MS Excel and Word).

We offer what we believe is the best Candidate Referral Scheme in the Midlands market. Refer a friend or colleague to us and receive up to £500 in cash if we assist them in securing a new role. Contact us for more details.

Location:Warwickshire

Salary:£25000 - £30000 Per Annum + benefits

Reference:414822

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