Our Client is a leading firm of Financial Advisers with a number of offices across the UK. They now have a fantastic opportunity available for a Trainee Paraplanner to join their established and reputable Financial Planning Team in Leeds.
This is an exciting opportunity for a motivated individual to join a thriving and successful company and become part of a unique and ambitious team.
This role is ideal for a candidate looking to further their career within Financial Services with a growing business committed to providing independent face to face advise to clients.
Processing new business
Preparation of the suitability report and conducting research
Preparing meeting and review packs
Completing compliance checks on businesses
Handling queries from clients and maintaining client databases
Carrying out general tasks in support of the Financial Planning Consultant as and when required
Whats in it for me?
Company Pension Scheme
Generous Holiday allowance
Ongoing training and development
The successfully candidate will have previous experience working as a Financial Planning Administrator or similar, during which time you will have ideally gained \'Whole of the Market\' product knowledge.
Candidates applying with some of the CII R0 exams are of high interest, but you will have solid communication and articulation skills as well as strong technical skills along with high attention to detail.
Full exam support is on offer for those who are keen to develop within the industry.
For further information please contact one of our specialist consultants quoting REF: NJR10182