Our client, a Financial Planning Practice based in North Manchester is currently looking to recruit a Trainee Paraplanner to join their expanding office. Working alongside three Advisers, plus six Paraplanners and a team of Administrators the successful candidate will join a friendly and very professional team of Technical staff.
In this role you will be rewarded with full exams support and salary increase with each passed CII exam!
Our Client is looking for an ambitious and technically minded candidate to carry out a full technical support function in the Paraplanning team. Candidates applying for the role will handle complex cases, and should have obtained the following experience;
o Writing reports
o Carrying out research
On a daily basis you will work alongside extremely busy individuals, in a pressurised environment. You will thrive in this type of environment, and will have proven skills of handling deadlines and working under pressure, in a similar role. Daily you will be responsible for;
Ensuring that partners are fully prepared for meetings with clients
Assisting the Technical / Senior Paraplanners by writing suitability letters for regular investments and protection
Submitting investment, pension and protection applications
Liaising closely with other companies to generate new leads for the advisers, etc.
Those wishing to apply should be working towards the Diploma in Financial Planning with the desire to succeed and move in to a full paraplanning role.
Our client offers fantastic development to progress. They support training and exams and prides themselves on developing staff and assisting with furthering their careers. The successful candidate will receive full training on all systems and will receive ongoing support.