Trainee Paraplanner

North East England
20000.00 - 25000.00 GBP Annual
24 Oct 2018
21 Nov 2018
Contract Type
Full Time
Trainee Paraplanner Hessle salary dependent upon experience, and Excellent benefits, including Parking

Are you looking to advance your career within the world of Financial Services?

Are you currently a Financial Services Administrator looking to train as a Paraplanner?

Alternatively are you a Graduate, with some exposure to Financial Services, looking for a career?

Then this may be the opportunity for you:

I am happy to be currently representing a Hessle based firm who are looking to take on a Trainee Paraplanner.

This is due to extra work that the company have acquired, and through natural growth of their current staff.

As a Trainee Paraplanner you will be learning how to prepare suitability letters, issuing letters of authority, managing spreadsheets and undertaking general administration.

You will obtain and maintain detailed client information to support the Financial Advisers, and you will provide an efficient, friendly and professional point of contact for clients and enquiries by telephone, email and in person.

In order to apply for this Trainee Paraplanner job you will need to have the following:

Experience as an Administrator within an IFA practice

A Graduate within Business, or Finance, or Financial Services.

Have gained or already studying towards the CII Diploma Qualification

Be highly organised, self - motivated, Methodical and IT proficient.

To find out more please contact Helen Spriggs on (Apply online only)

More searches like this