Trainee Paraplanner

Our client, a prestigious firm of financial planners in Kettering are looking to appoint a Trainee / Junior Paraplanner.

Our client is looking to speak with IFA Administrators or Junior Paraplanners who are looking for a new challenge.

Subject to the individuals level of experience/capabilities, duties and responsibilities may include:

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• Working closely alongside the Advisers and senior Paraplanners
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• Attending client meetings
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• Preparing basic suitability reports
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• Research & analysis of financial products to meet client requirements
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• Preparing recommendations & implementing client recommendations
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• Administrative duties
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The Person:

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• IFA administration experience (essential)
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• Working towards L4 diploma (desirable)
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• Knowledge in all aspects of financial advice covering Pensions, Investments, & Protection products
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In return this opportunity offers a very competitive basic salary along with an extensive benefits package

To be considered for this opportunity, please apply for this role or contact Matthew Biddle on LinkedIn