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Trainee Paraplanners

Trainee Paraplanners

Job Title: Trainee Paraplanners
Contract Type: Permanent
Location: Bordon, Hampshire
Industry:
Salary: £20000.00 - £25000.00 per annum
Start Date: ASAP
Reference: BBBH5754_1561470979
Contact Name: Financial Services
Contact Email: chloe.emmerson@dynamiterecruitment.com
Job Published: June 25, 2019 14:56

Job Description


We have 2 super opportunities to work with a well established IFA that are recruiting for 2 x Trainee Paraplanners.

As the successful candidate becomes more experienced, there would then be further potential to increase salary. Year one is less salary as the company will be putting the candidate through their exams and training
The candidate would be a diploma qualified Paraplanner within a year to 2 years, which is an amazing opportunity. There is then also potential to become a financial adviser in the long term if that is the candidates chosen career path.
The client is preferably looking for someone who has completed their RO1 Exam or some other industry relevant qualifications, training and exams will be available.
Some daily tasks of the successful candidate will be:

  • Completing new business reports
  • Cradle to grave admin tasks
  • Letters of Authority
  • Valuations
  • Client Letters
  • Booking reviews and diary management
  • Template report working
  • Any Ad-Hoc admin tasks

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