Trainee Paraplanner

Our client, a Finance Services Provider, based in Witney, is currently hiring for a Trainee Paraplanner with a keen interest in Finance to join a growing department. This opportunity won't be based solely on experience as culture fit is important to them.

Responsibilities

• Production of new business reports and recommendations.
• Following client meetings ensure the Fact Find and all other relevant financial information is obtained in order to proceed with a full financial needs analysis.
• Liaise with Business Administration for any additional information required.
• Liaise with Investment, and accounts and dealing teams in respect of reviews of existing investments and feasibility of in-specie transfers.
• Analyse client information and existing investments/insurances, identifying any gaps in the clients' financial plans.
• Construct appropriate solutions for clients and make recommendations in conjunction with the advisers

Requirements

• Experience in the Finance industry with a keen interest to become a Paraplanner
• Able to work on own initiative as well as part of a team, whilst managing workloads
• Ability to work under pressure at times
• Excellent Organisational Skills

This is a full time permanent position with excellent career development and progression opportunities.

Basic salary will be between £2,000 & £30,000 + an impressive bonus and pension scheme.