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TRAINEE PARAPLANNER

Vacancy Title: TRAINEE PARAPLANNER
Contract Type: Permanent
Location: Havant, Hampshire
Industry:
Salary: Up to £24000.00 per annum + Pension + Benefits
Start Date: ASAP
REF: BBBH6479_1575216431
Contact Name: Chloe Emmerson
Contact Email: chloe.emmerson@dynamiterecruitment.com
Vacancy Published: 13 days ago

Vacancy Description

************* TRAINEE PARAPLANNER- NEW OFFICE LOCATION*******

******* £24,000 starting salary + FULL STUDY SUPPORT + SALARY INCREASE FOR EVERY EXAM PASSED ***************

We are delighted to be working with a long standing client who has an AMAZING opportunity for an administrator who has been working within the Financial planning sector and is seeking to take on a TRAINEE PARAPLANNER from DAY 1.

Our client is opening a new office due to expansion, the new office is to be based in HAVANT and therefore, we are working with them on all the recruitment support they need to complete the already well qaulified techinical team they have.

The trainee paraplanner role is to support the Paraplanners working along side them whilst learning. You will also be supported by administrators:

Duties will include:

Research on financial products from providers matching them up with client needs and demands

Obtaining the valuations and qoutations from a panel of providers.

Producing templated Suitabilitys reports on variety of different products in Pension Transfers, Pension crystalisations and ISA Transfers.

Along with this you will be preparing meeting packs for advisors and as you do gain more experience the role of the Parpalanner in this firm you will be Clietn facing, attending client meetings and discussing with the advisor on any other options that may be required.

If you are looking for a opportuntiy that is a genuine opportunity that will give the study support hilst carrying out the role then I would be keen to speak to you.

As a minimum you must be working in an IFA practice as an administrator or already as a Trainee Paraplanner, and you must be confident with your products such as Penisons and Invesmtents.

Ideally to have RO1 or equivilant but this is not essential.

Our clietn is looking to interivew over the next 2 weeks and we are shortlisting asap.

PLEASE APPLY ON THE DYNAMITE RECRUITMENT WEBSITE OR CALL 02392 455422

Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.