Trainee Paraplanner

Company:  CV-Library
Location: Colchester
Closing Date: 20/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
We are delighted to be recruiting for a Trainee Paraplanner on behalf of our client, a highly regarded Independent Financial Advisors based in Colchester. This is a fantastic opportunity for a bright individual who is looking to build a successful career within the Financial Services Industry. Key Duties & Responsibilities: * Providing high quality financial planning support to Financial Advisers in accordance with the FCA while representing the company in a professional manner. * The preparation of new business documents, communication with clients, capturing and recording client data and producing investment reports, * Researching and processing of more technical matters through to implementation. * Developing financial services software systems to assist the growth of the business Skills & Experience Required: * Previous administrative experience gained from the financial services industry or regulated environment would be highly beneficial. However, candidates with a genuine interest in building a career within the industry will also be considered * Educated to A Level standard (or the equivalent) as a minimum, with GCSE passes at grade 6 or above in core subjects (or the equivalent) * A high degree of accuracy and attention to detail * Outstanding communication skills both written and verbal * Team player with a positive attitude and willingness to learn. The successful candidate will be rewarded with a competitive salary and benefits package, the opportunity to progress a financial planning career with a forward-thinking firm and the potential to be offered study support towards further qualifications if appropriate. (V/12894)
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