Trainee Paraplanner - Tamworth

Recruiter
Clark James
Location
Tamworth
Salary
£18,000 per annum
Posted
29 Sep 2017
Closes
22 Oct 2017
Contract Type
Full Time

A firm of Independent Financial Advisers with an excellent reputation has an opportunity for a Trainee Paraplanner to join their support team.

This newly created position will support Independent Financial Advisers (IFA’s) with research and report writing services.

A training and development programme will be offered to ensure key competencies are met in order to carry out this role competently and efficiently.

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The main duties of this role will include;

  • Provide technical administration for financial advisers
  • Carry out research in-line with financial recommendations
  • Prepare suitability reports for pension, investment and protection based advice

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Candidate requirement;

  • The ideal candidate will offer some experience of providing support and administration for financial advisers
  • They will be able to work towards deadlines and prioritise workloads
  • Be professional, organised and offer good communications skills both written & verbal
  • Be keen to learn and develop new skills within Financial Services
  • Industry qualifications are desirable but not essential

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Support to obtain industry qualifications will be offered with this opportunity.

A regular salary progression will be awarded in-line with ongoing development within the role.

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Please visit the Clark James website for further details on this and other available opportunities.

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Posted by Keith Enright at Clark James Recruitment