Vacancy Title: Trainee Paraplanner
Contract Type: Permanent
Location: Poole
REF: 1314848
Contact Email:
Vacancy Published: 13 days ago

Vacancy Description

An excellent opportunity has arisen for a Trainee Paraplanner to join my clients small and close-knit team due to the company’s continued success. We are recruiting for an IFA administrator / Trainee Paraplanner. Where you will be working with the support of the team to progress through your exams and continue to learn. This role is also open to someone that may be looking to stay as an administrator if you would rather and progress into a senior administrator instead.
  • Process Client fund switches
  • Monitor the client processing, adding new cases and closing them out once they have been completed.
  • Create letters of authority
  • Call providers for updated product and policy details
  • Generate portfolio valuations
  • Complete application/proposal forms.
  • Answer the telephone and act as a point of contact
  • Submit new business applications
The ideal candidate will have experience working within an IFA and potentially working towards exams.
This role is offered with fully funded exams and training towards these! This is a long-term role with plenty of opportunities internally with paraplanning and advising progression routes. Free on site parking.
For further details, please contact Tegan Sillett at Dynamite recruitment