Trainee Paraplanner

Recruiter
NJR Recruitment
Location
Leicester
Salary
£20,000 - £24,999
Posted
19 Jun 2019
Closes
21 Jun 2019
Ref
1161641429
Category
Accounting
Contract Type
Permanent
Hours
Full Time
Our Client are a very well established firm of Chartered Independent Financial Planners who are based in the Leicestershire area.

Having built an excellent reputation based on their integrity, and for providing superior service to their Clients, this is an excellent opportunity for someone driven, ambitious and who has a passionate desire to succeed in this buoyant industry.

As a result of this ongoing growth a new and exciting opportunity is available for a talented individual to join the business as a Trainee Paraplanner.

As a successful part of the business, employees will be rewarded with a clear career path, a market leading salary, benefits package and an environment which encourages team work and thought sharing.

Responsibilities
  • Provide high quality support to our Consultants
  • Assist Consultants in the production and issuing of client advice, including liaison with product providers and undertaking product research for the Consultant
  • Prepare and issue client reviews including obtaining product specific information e.g. switch fees and funds available and charges
  • Work with FE analytics
  • Co-ordinate the issuing of client advice, client correspondence and enclosures
  • Process new business process through to conclusion
  • Work with Platform sites

Requirements
  • Previous Financial Services industry experience
  • A proven track record in providing high quality administration support
  • Working towards CII level 4 qualification would be desirable
  • Excellent communication skills both verbal and written
  • Ability to effectively manage your own time and achieve strict timescales
  • Excellent attention to detail
  • High levels of computer literacy
  • Strong team player

Our client is looking for a Self-motivated, driven, passionate individual to join them and hit the ground running, alongside delivering a high degree of professionalism.

For more information please contact one of specialist consultants quoting REF:NJR9108

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