An independent financial planning firm in Mobberley is growing its paraplanning team and wants a Trainee Paraplanner. There is a proper training programme behind this job, plus flexible start and finish times, up to two days a week from home, 25 days holiday plus bank holidays and funded CII study towards Chartered.
Why this job stands out:
- A structured paraplanning training programme, not learning by osmosis
- One of the firm's advisers came up this way, from apprentice to qualified
- Independent and whole of market, not a network or a consolidator
- Paraplanning is growing as part of a five year plan
What you'll be doing:
- Servicing existing clients, platform work and illustrations
- Building suitability letters and reports through the training programme
- Basic plan and fund research to support the paraplanners
- Speaking directly with clients and platform providers
- Chasing outstanding documents and queries with providers
- Keeping records accurate and client files compliant
What you'll need:
- At least 2 years at a financial planning firm
- Working towards the Level 4 Diploma
- Good working knowledge of pensions, investments and protection
- Confident written and verbal communication
- Conscientious with real attention to detail
The package:
- £33,000 to £36,000 depending on experience
- CII study support to Chartered
- 25 days holiday plus bank holidays
- Employer pension contributions
- 4x death in service
- Flexible start and finish times, with up to two days a week from home
- Free parking on site
Apply now if your skills and experience align with this job of Trainee Paraplpanner. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group via email at [email protected] or phone 07950 472 004. If this particular job isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market.
The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.
INDDM
Pay: £33,000.00-£36,000.00 per year
Benefits:
- Casual dress
- Free parking
- On-site parking
Work Location: Hybrid remote in Mobberley SK9
