Graduate Trainee Paraplanner

Marlborough, Wiltshire
Up to £22,000 DOE Plus Benefits
19 Jul 2017
16 Aug 2017
Contract Type
Full Time

Graduate Trainee Paraplanner 
Marlborough, Wiltshire 

Are you an enthusiastic and ambitious graduate looking to become a Graduate Trainee Paraplanner? Do you have a thirst for learning more and the desire to forge a rewarding career in Financial Services? If so, this is the role for you. 

The Company: 

Experts in financial management, our client is part of a leading group that is one of the top 20 IFA firms in the UK. They are about to enter their fourth decade in operation and have built an excellent reputation from their professional and specialised services. 

Having grown from strength to strength over the past 30 years, they are Whole of Market financial planners with access to a wide range of financial solutions. 

As part of continuing investment in graduates, our client is now looking for a Graduate Trainee Paraplanner to join their team in Marlborough, just half an hour from Swindon, Newbury and Chippenham. 

The Rewards: 

- Salary of up to £22,000 DOE (rising to £35,000 on completion of diploma)
- 20 days’ holiday + bank holidays 
- Pension scheme 
- Life assurance 
- Income protection cover 
- Parking 

Joining a happy, sociable and hard-working team, you will discover that our client truly believes in their graduate training role and has taken on three graduates in the past two years, all of whom are thriving. 

This role is an amazing gateway into a Financial Services career with opportunities to diversify into a compliance career, forge a rewarding career in paraplanning or progress into a Financial Adviser role. 

You’ll be fully supported through an on-the-job training scheme and will have your qualifications paid for by the company, as well as receiving additional time off to study and take exams. 

This is an exceptional opportunity to develop your career and become a fully accredited and trained paraplanner, so what are you waiting for? This role is yours for the taking. Apply today. 

The Role: 

As a Graduate Trainee Paraplanner, you will provide support to our client’s Advisers regarding clients’ financial circumstances and aspirations. 

Supported in your own right by an Administration Team, you will be a key element within the advisory process and will ensure that all the puzzle pieces connect together to form the perfect solution for the client. You will conduct research and produce reports that set out what clients have, what they would like to achieve and which is the best route to get there. 

Additionally, your role will involve: 

- Utilising various software to help determine the best solutions 
- Building your skills and knowledge 
- Working toward objectives on your training plan 
- Seeking to achieve your Chartered Institute of Insurance Diploma in Regulated Financial Planning 

The Requirements: 

To be considered as a Graduate Trainee Paraplanner, you will need: 

- Ideally a First Class Degree (a 2:1 will be considered) 
- Great communication skills 
- A good standard of maths and written English 
- The willingness to keep learning and studying 

The ideal Graduate Trainee Paraplanner will have some work experience, a degree in a finance or economics related subject and will live locally, however none of these are essential (relocations will be considered, although not financially supported). 

Other organisations may call this role Graduate Trainee Paraplanner, Trainee Financial Services Adviser, Graduate FSA, Graduate Paraplanner, Junior Paraplanner, or Graduate Financial Services Adviser. 

Our client is also interested in hearing from graduates who are seeking a Graduate Training Scheme, Graduate Programme, Graduate Opportunity, Graduate Training Role, or Training Programme. 

Webrecruit and our clients are equal opportunities employers, value diversity and are strongly committed to providing equal employment opportunities for all employees and all applicants for employment. Equal opportunities are the only acceptable way to conduct business and we believe that the more inclusive our environments are, the better our work will be. 

So, if you are an eager and enthusiastic Graduate Trainee Paraplanner, please apply via the button shown. This vacancy is being advertised by Webrecruit. The services advertised by Webrecruit are those of an Employment Agency.

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