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Permanent

Trainee Paraplanner

Sutton Coldfield
money-bag 37000.00-37000.00 Annual
3085866652
Posted 2 days ago

Trainee Paraplanner - Sutton Coldfield, £37,000-£40,000, Hybrid (2 or 3 days in the office per week), Flexible hoursA specialist outsourced Paraplanning company are keen to add a Trainee Paraplanner to their team. They do need someone familiar with research and/or report writing tools who has a good understanding of the advice process, then they''ll take you to the next level. The company (and it''s Paraplanners) are an extension of the IFA''s they support. They adapt to the specific needs and ways of working of client, and ensure that communication and collaboration is a key part of the relationship.The progression is different from the ''norm'' too. The scope here is to move into Account Management or Team Lead, looking after either key clients or new Paraplanners as they join the business, or both! And don''t worry if you''re not not looking for progression, aside from becoming the best Paraplanner you can be! Your application will be welcomed with as much enthusiasm as those that do.In summary, a wonderful opportunity for career Paraplanners with plenty of scope for those who want it.The role:Working closely with different financial advice firms and their advisers, to provide technical support and deliver high-quality, compliant reports. Responsibilities include:Researching pensions and investmentsPreparing suitability reportsCollaborating with colleagues to deliver excellent client outcomesMaintaining accurate, compliant records and risk management standardsKeeping ..... full job details .....

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