Trainee Paraplanner - Taylor James Professional Recruitment : Job Details

Are you an experienced Financial Services Administrator/ Junior Paraplanner looking to join a firm committed to developing your technical skillset?

We are looking to speak with experienced administrators/ junior paraplanners who are keen to develop their technical experience moving forward.

Duties & responsibilities will include: (not limited to)

• Providing administrative & technical support to the Advisers
• To be the first point of contact for clients
• To process new business applications across the key financial products
• Writing suitability reports
• Product research
• Ensuring that financial transactions are completed correctly & compliantly
• Preparing for client review meetings
• Attending meetings
• Acquiring client portfolio valuations
• Actioning LOAs

The candidate:

• c 2 years + IFA/ financial planning administration experience (essential)
• Previous paraplanning experience (desirable)
• Studying towards level 4 diploma (desirable)

What’s on offer:

• Starting basic salary of up to c £45,000
• Discretionary bonuses (c10% of salary)
• Hybrid working
• 30 days holiday + bank holidays (rising)
• Full study support
• Extended benefits package

To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.