Position details
TRAINEE PARAPLANNER
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Hale, Cheshire
£25000 - £30000 07/02/2024
NJR13964
£25000 - £30000 07/02/2024
NJR13964
DESCRIPTION
TRAINEE PARAPLANNER
LOCATION - HALE
SALARY UP TO 30,000 DEPENDING ON EXP & QUALS
A new and exciting opportunity is available with one of our Clients in Hale, a small, professional and expanding firm of Independent Financial Advisers. Providing financial planning advice for successful business owners, professionals, high net-worth individuals and their associated businesses, our Client has grown since 1998 to become one of the most trusted advisers in the area.
Working as part of a technically minded and ambitious team of Consultants, the successful candidate will be responsible for providing an all round Paraplanning and Business Support function.
Daily duties will be varied consisting of;
Carrying out product research
Preparing and writing suitability reports
Corresponding with clients
Processing new business
Changing investment strategies
Performing fund switches
Liaising with investment companies
Maintaining the client database ensuring all information is correct and up to date.
It is essential that those applying for the role have previous experience working in a similar environment with product knowledge of Pensions & Investments.
You will have the ability to work as part of a professional team, and be able to work under pressure in a fast paced team. Exceptional communication skills are required in order to provide first class care to the firms Clients.
You will be highly professional with a strong desire to succeed within the industry and been keen to work, if not already, towards the CII exams.
NJR 13751
LOCATION - HALE
SALARY UP TO 30,000 DEPENDING ON EXP & QUALS
A new and exciting opportunity is available with one of our Clients in Hale, a small, professional and expanding firm of Independent Financial Advisers. Providing financial planning advice for successful business owners, professionals, high net-worth individuals and their associated businesses, our Client has grown since 1998 to become one of the most trusted advisers in the area.
Working as part of a technically minded and ambitious team of Consultants, the successful candidate will be responsible for providing an all round Paraplanning and Business Support function.
Daily duties will be varied consisting of;
Carrying out product research
Preparing and writing suitability reports
Corresponding with clients
Processing new business
Changing investment strategies
Performing fund switches
Liaising with investment companies
Maintaining the client database ensuring all information is correct and up to date.
It is essential that those applying for the role have previous experience working in a similar environment with product knowledge of Pensions & Investments.
You will have the ability to work as part of a professional team, and be able to work under pressure in a fast paced team. Exceptional communication skills are required in order to provide first class care to the firms Clients.
You will be highly professional with a strong desire to succeed within the industry and been keen to work, if not already, towards the CII exams.
NJR 13751
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