Trainee Paraplanner

Recruitment Connection Ltd
Published
22nd March 2022
Location
London, Hampstead, United Kingdom
Category
Job Type
Salary
£28000 - £31000 + bonus and benefits
Reference
5140
Region
South East

Description

Trainee Paraplanner

South Hampstead

£28000 - £31000 + bonus and benefits

My client provides provides investment, pension, protection and estate planning advice to both corporate and individual clients. The company are seeking a Trainee Paraplanner to be based primarily the office and work within a team supporting a senior financial planner

Key responsibilities will include

  • Obtaining relevant literature to accompany client reports
  • Dealing with client administration
  • Preparation of packs for meetings with clients including investment valuations
  • Preparation of reports to clients on financial planning matters
  • Learning and using all applications required for the job including:
  • Attend client meetings with the senior financial planner and contribute to such meetings
  • Undertake research as required on specific projects.

Technical knowledge is not a pre-requisite but knowledge of pension, investment and life products will be very advantageous together with a good IT skills and being a good team player.

Ref: 5140

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