Trainee Paraplanner Leeds, England
Job description
Job Description
This is a fantastic opportunity for the right person to grow into and become an established paraplanner. You will learn a lot very quickly as you will be part of a busy and close-knit friendly team that will help you develop at every stage. Due to the close support structure it is a office based role in Horsforth. You will be involved in the whole advice process. We will pay for your exams to become level 4 qualified and to be chartered should you wish to. You will be helping support one IFA/Principal and two administrators in the role of a trainee paraplanner. This role is available due to consistent levels of organic growth within the company.
We are an energetic, professional, friendly and happy team that are growing which will present ongoing career opportunities and personal development. We take pride in having a close and friendly approach with our clients and colleagues. Discretionary annual bonuses are available and have been paid every year to all staff to date. Death in service of 4 times salary and pension provision are available. We care about our staff and clients and want to ensure that they are looked after
The suitable candidate would have the following skills / attributes:
· A client centred approach who is friendly and professional
- Working towards achieving the Level 4 Diploma
- IFA administration experience
- Good general knowledge of investment and pensions products
· The successful candidate will be responsible for:
- Supporting the advice process
- Completing Suitability Reports
- Researching suitable products for and compiling the relevant documentation in preparation for the Advisers
- Utilising Intelliflo, cash flow analysis and developing knowledge to aid in the processing of business
- Maintain the workflow in the department, providing a timely and accurate service to our clients
- Liaising with providers and clients to provide updates and keep track off workflow
- The ability to use their initiative and to grow into working on an unsupervised basis
STRICTLY NO RECRUITMENT AGENCIES PLEASE
PLEASE PROVIDE A COVERING LETTER TO SUPPORT YOUR APPLICATION
Job Types: Full-time, Permanent
Salary: £24,000.00-£30,000.00 per year
Benefits:
- Company pension
- Life insurance
Schedule:
- Monday to Friday
Supplemental pay types:
- Yearly bonus
Ability to commute/relocate:
- Leeds LS18 4AW: reliably commute or plan to relocate before starting work (required)
Experience:
- Financial services: 1 year (preferred)
Work Location: In person
Reference ID: Trainee PP FT
