Posted in: Finance in East Midlands | Posted: |
The rare opportunity has come up for a Trainee Paraplanner / Senior Administrator to join a client of mine within an independent Financial Planning firm. This is a fantastic opportunity where you will be sat within a small team, supporting the fully qualified paraplanner and Advisors and learning off them whilst completing your exams to be a fully qualified Paraplanner yourself.
The benefits of being in a junior, progressive role within a smaller firm are second to none, you get more hands on experience, see more of the 'whole picture' and thus learn quicker at a higher quality with more 1 on 1 training.
Duties include:
Carry out research for client meetings
Preparing & Implementing recommendations
Establish and build strong relationships with clients
Review investment portfolio, asset allocation, risk profile
Attend post meeting debriefs, taking detailed & salient notes The ideal candidate will have:
Some experience working within an FCA regulated environment
Experience within financial services
Excellent communication skills, written and verbal We can offer flexible start/finish times
a day working from home once probation sis passed
Fully supported exams
A trusted work place
£24,000 - £32,000 DOE