Due to its continued organic growth, a highly reputable wealth management practice is looking to further enhance its Support Team with the appointment of a Trainee Paraplanner in Castle Donington.
This practice has developed a strong presence and enviable reputation in the Midlands. Its Advisers specialise in savings, investments, retirement planning and will and legacy. It offers an ongoing commitment to all of its clients and ensures their plans meets specific needs.
Working closely with the Consultants and Paraplanners, operating as a team throughout the advice process, you will ensure a first class client service is delivered. More specifically, under the guidance and supervision of experienced colleagues, you will conduct research on products, providers and funds, providing supporting suitability letters for the Consultant, developing your report writing skills over time. Other day to day duties will include dealing with client and provider queries, as well as managing relevant databases and systems. You must maintain up to date product knowledge in order to ensure reports are technically accurate and compliance standards are adhered to.
Ideally you will have gained previous experience within the Financial Services industry, preferably within the IFA market. You will be expected to quickly develop your working knowledge of financial planning products and understanding of the advice cycle, therefore you must possess a real thirst for knowledge and desire to learn.
In return, you will receive a competitive basic salary, and a company that offers excellent training and development. You will be supported with exams and be able to grow within the company. You will also receive a generous holiday entitlement.
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Financial Services and General Insurance Recruitment