Trainee Paraplanner

Job Title: Trainee Paraplanner
Contract Type: Permanent
Location: Waterlooville
Salary: 26000
Reference: 1191494
Contact Email:
Job Published: December 02, 2021 10:15

Job Description

Trainee Paraplanner
I am currently recruiting for an experienced Senior Financial Administrator / Trainee Paraplanner to join an experienced, talented, and driven team, become part of an award winning, tight, and dynamic team that drive success and customer experience as a priority. Join a company that offers a family feel working environment that offer genuine progression that wants you to succeed.

  • Respond to Clients queries and ongoing business support
  • Create Financial Reports & Submit Financial business on behalf of the Advisors
  • Deal directly with Client calls and emails, updating clients on case progress.
  • Prepare reports and illustrations for client meetings
  • Produce financial & legal paperwork relevant to the Client Case.
  • Manage cases through to completion 
  • Discussing and analysing cases with advisers
  • Assisting with Cashflow modelling
  • Preparing suitability letters
  • Prepare files for meetings for clients & Advisors
You will ideally have experience working within an financial advice firm. Positive and willing attitude to learn is very important. the team offer a friendly and positive working environment that enjoy supporting progression.  

To apply for this role or for any further details please contact Tegan Sillett on 02392455422

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