Trainee Paraplanner

Trainee Paraplanner

Location: Mold

Salary: £20,000 - £28,000

Our Client is a very successful and thriving business who form part of one of the largest Wealth Management Firms in the UK. Working in a highly professional, yet relaxed, informal environment, our people share in the success of the business.

A great opportunity is available for an industry experienced Candidate who is technically minded, and has first class report writing, and client care skills. As a result of ongoing progression the incumbent will be responsible for;

o Preparing written advice and providing technical research services

o Ensuring that the preparation of advice for Clients (both internal and external) is of the highest quality and delivered in an efficient manner

o Researching appropriate products

o Preparing suitability letters and reports

o Processing new business applications

o Income Drawdown review letters

o Pensions / Investment replacement analysis and recommendations

The successful candidate will need to have previous experience working within financial service environment with knowledge of Protection, Investments and Pensions.

You will be Fully / Part Diploma Qualified as well as having solid communication skills, along with the ability to multi-task.

Our Client is looking for a self-motivated, driven and passionate individual, who can come in a hit the ground running whilst delivering a high degree of professionalism.

NJR7713