Trainee Paraplanner

Location: Harrogate, Full-time, Office-based

Salary: £22,000 - £24,000 p/a

We are currently looking for a meticulous and organised Trainee Paraplanner to join our client's team. Our client is a small, Independent Financial Advisers with an excellent reputation and the backing of a FTSE100 corporation. They provide Independent Financial Advice to clients across the North of England, in a holistic and conscientious manner.

As a Trainee Paraplanner, you will be an essential part of our financial services team, assisting in the preparation and implementation of financial plans for clients.

Responsibilities:

• Collating and processing financial information for new and existing clients.
• Follow a regulated compliance process to facilitate new business.
• Assess clients current financial arrangements and their current suitability against their needs and objectives.
• Produce necessary reports to complete new business, including Suitability Reports and other technical documentation to support a regulated process.
• Liaise with Product Providers and clients.
• Undertake general administrative tasks.

Skills:

• Desire to build a career in financial services
• Strong time management skills to handle multiple tasks effectively.
• Ability to analyse data and produce accurate reports.
• Excellent organisational skills to manage tasks efficiently.
• A positive attitude with the ability to work on own initiative or as part of a team.

This role would be well suited to a recent graduate looking to begin their career in financial services.

If you are a detail-oriented individual with a passion for financial services and possess the required skills, we encourage you to apply for this exciting opportunity. We look forward to reviewing your application. For more information contact Kitty at Unity Resourcing!