Trainee Paraplanner - Page Personnel Finance : Job Details

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 regulations

Profile

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 skills

Job Offer

As Trainee Paraplanner, you will get:

• Salary paying £28,000-32,000
• Study support if applicable
• 25 days holiday
• Company pension scheme
• Private healthcare

The role will be 5 days office based so ideally you need to be within a commutable distance of Altrincham.