Trainee Paraplanner - recruitment22 : Job Details

Trainee Paraplanner, £27,000-£32,000, Manchester with Hybrid Working  If you are a Financial Planning Administrator currently and you’re seeking the next step in your career, then this is the perfect opportunity for you.  As a Trainee Paraplanner you will work alongside a highly productive team and initially, you will be providing administrative support to the Paraplanners and advisers, and then as soon as your up to speed you’ll begin your Paraplanner specific training. You will offer a friendly, efficient, professional and effective client service with a focus on quality and accuracy.  Your duties will include:

• Prompt, accurate and compliant submission of new business
• Managing pipeline business and rectifying any concerns which may arise
• Produce valuations and meeting packs for client review meetings
• Attend client meetings, make notes and take on follow-up tasks
• Screening and processing advisers post, e-mails and calls
• Suitability report writing, financial analysis and fund / product research

  Your benefits will include:

• Hybrid working (3 days in the office, 2 days working from home after probationary period)
• Exam entry and course books
• 22 days holiday rising to 27 days plus bank holidays
• Company funded CII membership
• 4x Death in service