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Trainee Paraplanner

  • Permanent
  • Fleet
  • £22,500 per annum USD / Year
  • Salary: £22,500 per annum

Trainee Paraplanner

Fleet

Permanent

£22,500 per annum

Kiwi Recruitment are delighted to be working with our client, who are a Chartered Independent Financial Planning firm and are looking for a Trainee Paraplanner to join their team. Our client work with over 70,000 clients all of which benefit from their fantastic industry knowledge that sees them rated as the UK’s number 1 Wealth Management company.

The role involves working closely with a team of financial planning consultants and administrators in both Fleet and Chichester, with support provided by our client’s internal team of Paraplanners. The purpose of the role is to provide technical support by way of research and annual reviews for the financial planning consultants. This is an excellent career development opportunity for a trainee/graduate to work in the financial services industry within a prestigious business.

Duties to include:

  • Extract client data from Fact Find and apply to your review documents and reports.
  • Obtain information, quotes, illustrations, and product details, and provide comparisons for analysis.
  • Assist in identifying areas for planning and identify solutions suitable to meet the client’s needs and objectives.
  • Prepare suitability letters and reports – This will include the pre-completion of documentation ready for clients to check and sign.
  • Provide support to the financial advisers, administrators and Paraplanners to ensure new business submission documentation is accurate.
  • Discuss with the financial adviser the client’s objectives, identifying and obtaining the information necessary to compile a financial planning report.

Requirements:

  • Graduate level advantageous.
  • Financial Background advantageous.
  • Working towards Diploma in Regulated Financial Planning (Level 4) desirable.
  • Understand the Financial Planning process.
  • Able to work within defined business processes.
  • Able to achieve agreed outcomes without supervision.
  • Have good IT skills being fully competent with MS Office suite of products.

What we can offer:

  • Salary of £22,500 per annum.
  • Exam passing rewards.
  • Paid Exam training and sitting.
  • 25 days’ holiday plus bank holidays.
  • Birthday off as additional leave.
  • Opportunity to purchase up to 5 days annual leave.
  • Auto enrolment pension scheme.
  • 4x Salary Death in Service.
  • Training and support towards industry recognised certifications.
  • Cycle to work scheme.
  • Eye Care Vouchers.

This really is a brilliant opportunity to join with our prestigious client if you are looking to pursue a career in the finance industry. Please email your CV to [email protected] or give Kiwi Recruitment a call today on 01243 782763

To apply for this job email your details to marketing@kiwirecruitment.co.uk.

Kiwi RecruitmentTrainee Paraplanner