Trainee Paraplanner

Heat Recruitment

Role: Trainee ParaplannerSalary: £30,000 – £35,000Location: WimbledonAn Independent, Chartered Financial Planning firm in Wimbledon is looking for a Trainee Paraplanner to join the client servicing team. The successful candidate will provide high-quality support to the Financial Planners and will be responsible for the efficient management of a large number of clients. This will be a varied role and will require a numerate and articulate individual who is highly organised and self-motivated.Trainee Paraplanner Duties:

• Be the point of contact for clients in person and via telephone, email
• Assist Advisers with the annual review process
• Prepare Suitability Letters and Reports as supervised by the technical team
• Undertake research for investments
• Process fund switches, rebalances, withdrawals
• Preparing client documentation ahead of the meetings
• Keep back office system updated

Requirements:

• Ideally 2 years of experience within the Financial Services industry in an Administrator or Trainee Paraplanner role
• At least R01 exam towards the Level 4 Diploma
• Commitment to pass financial industry exams
• Experience using Intelligent Office would be desirable

Benefits Package:

• Bonus birthday day off
• 25 days of annual leave, plus extra 2 at Christmas
• Development opportunities
• Hybrid remote Working (after probation)
• Company events
• Exam Support

What next?Apply today to be considered for this Trainee Paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.