30000.00 - 35000.00 GBP Annual + GBP30000 - GBP35000/annum excellent
28 Jul 2017
25 Aug 2017
Contract Type
Full Time
Trainee Paraplanner

GBP22,000 - GBP27,000 + benefits

Mid Surrey - radius Sutton

A brilliant opportunity for a recent graduate calibre candidate, who has gained 1-2 years work experience and insight into the IFA market, who would like to pursue a career as a (Trainee) Paraplanner.

This well established highly professional firm, provides a holistic financial planning service across the full range of Pensions, Investments, Income Protection and Wealth Planning, including for high net worth individuals and trustees, both pre-retirement and in-retirement.

They are looking to grow their own talent, and the salary reflects the different level of experience that can be considered. The right approach and aptitude is key, with a philosophy of getting it right first time.
You will commence in an administrative support role, providing technical and admin back up for Advisors, and progress through to more technically challenging aspects.

With training you will be:
Supporting product research, processing of new business cases covering all aspects of financial planning, including producing quotations, valuations, illustrations.

Liaising with product providers.

Checking and issuing policy documentation.

Responding to day to day client queries and correspondence and controlling pipeline business.

You will be supported to undertake professional study (FPC) and should demonstrate a committed and motivated approach to exam progression.

Skills & experience required:
•Applicants should demonstrate strong interpersonal skills, with a can-do approach to client service and team work.

•Degree level of education, with 1-2 years + experience in Pensions and Investment Administration - from an IFA background.

•Strong numerical skills and confident Excel skills essential.

•If you have not already commenced CII/CF study, then a willingness and commitment to do so is essential.

There will be a structured training programme, and regular salary reviews to reward and support exam progression and development in the role.

Central town location. Good commutable radius of Sutton, Croydon, Banstead, Surbiton, Epsom etc

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