Trainee Paraplanner
Posted a week ago by Dynamite Recruitment
* Flexible start/finish times* * Hybrid working can be offered * The rare opportunity has come up for a Trainee Paraplanner / Senior Administrator to join a client of mine within an 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:
a day working from home once probation sis passed
Fully supported exams
A trusted work place
£24,000 - £32,000 DOE
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
- Some experience working within an FCA regulated environment
- Experience within financial services
- Excellent communication skills, written and verbal
a day working from home once probation sis passed
Fully supported exams
A trusted work place
£24,000 - £32,000 DOE
- Type:
- Permanent
- Contract Length:
- N/A
- Contact Name:
- Login or register to view
- Telephone:
- Login or register to view
- Job Reference:
- 13106310
- Job ID:
- 221962700
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