Trainee Paraplanner

Job Title: Trainee Paraplanner
Contract Type: Permanent
Location: Hove
Reference: 1235298
Contact Email:
Job Published: January 25, 2022 17:46

Job Description

Trainee Paraplanner
My client a very successful and busy financial advice firm are looking to recruit a Trainee Paraplanner to join the team! We are looking ideally for a person who has experience within an IFA looking to take the next step in their career. We will offer full exam and study support too! You will be working closely with the Financial Adviser and the rest of the Administration team, this would suit someone looking to become part of a dynamic, forward thinking IFA business.
This role offers hybrid working, contracted to 1 day in the office per week and 4 days home based.

The ideal candidate is passionate about customer experience. Passionate to always better themselves and progress. You will be given all the correct tools and support to make a success within a fanatic team. Ideally you would have already started some of your financial services exams.
Duties include:
  • Assist the Financial Adviser/Planner in establishing new client relationships.
  • Assess clients’ financial circumstances.
  • Prepare financial statements to support the development of clients’ financial strategies.
  • Carry out research and analyse products and services
  • Propose and draft financial solutions that meet clients’ goals, needs and objectives.
  • Assist with the accurate completion of application and proposal forms.
  • Implement actions such as changing existing investment holdings and policy information.
  • Support the ongoing client relationship, including maintaining a client file review system
  • Develop productive working relationships with colleagues and clients throughout the financial services environment.
In return you will receive:
  • Salary ranges from £25,000 - £35,000 Dependent on experience
  • Hybrid working 1 day office 4 days working from home
  • Exam support
  • Extensive benefits package
  • Career progression
For further details please contact Tegan Sillett at Dynamite Recruitment

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