Trainee Paraplanner
- Recruiter
- NJR Recruitment
- Location
- Northamptonshire
- Posted
- 11 May 2018
- Closes
- 06 Aug 2018
- Job role
- Accountant
- Sector
- Accounting - Public practice
Trainee Paraplanner
Location: Northamptonshire
Salary: £24,000 - £30,000 plus benefits
£250 Pay Rise for each R0 Exam you successfully pass
Our client are a very well established independent firm of Chartered Financial Planners and Discretionary Investment Managers, who now have an exiting opportunity for a Trainee Paraplanner to join their professional and dynamic Business. This is a genuinely exciting opportunity for an ambitious individual who is looking for a 'Career' within the exciting and buoyant Wealth Management industry.
Providing direct support to the Adviser Support Manager, the successful candidate will be responsible for a busy and varied role consisting of;
- Prepare recommendation reports and packs for client meetings
- Prepare review documents for client meeting
- Manage clients on the Platform Technology
- Liaise with third parties such as insurance companies
- Support other paraplanners to share workload
- Maintain systems with up to date and accurate information
- Assist with product, investment and technical research
- Assist advisers to manage their client banks
Requirements
- Ability to work within a team, but to take responsibility for completing own workload without the need to be constantly supervised.
- Ability to work alongside advisers, paraplanners and administration staff to assist in the compliant and efficient running of client cases and systems
- Willingness to undertake training to improve technical knowledge and knowledge of our systems
- Ability to work to tight deadlines, whilst producing work of the highest standard following clear processes and procedures
- Willingness to embrace a career requiring extensive qualifications and professional development
Why Should You Apply?
- 5% employer pension contributions
- 4x Salary Death In Service after 6 months service
- Critical Illness Cover
- Health Cash Plan
- Max benefit income protection
- PMI
- Study package to include payment for all study materials, revision aids and bonuses upon passing exams
Our client is looking for someone with a "can-do" attitude, who has the passion and drive to succeed in a fast paced, busy but professional environment.
For more information please contact one of our specialist consultants quoting REF: NJR7780
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