Trainee Paraplanner
other jobs Vision-FS Recruitment
Added before 3 Days
- England,South East,West Sussex
- full-time
- £25,000 - £35,000 per annum, negotiable
Job Description:
Position: Trainee Paraplanner
Location: Horsham, West Sussex (1 day per week working from home)
Minimum Requirements:
Salary/package: Up to £35,000 (depending on experience) 22 days’ annual leave (rising to 25) pension study support DIS various other benefits
YOUR NEW COMPANY
Our client is a well-established, award-winning boutique IFA firm which is part of a very successful UK-wide network. The company has significant plans to grow over the next 12 months and has just started the search for a Trainee Paraplanner to join its rapidly-expanding Administration team. The role can allow for 1 day per week working from home.
THE ROLE
Reporting to the firm’s Paraplanner Manager, the Trainee Paraplanners’ key duties will include:
* Undertaking research to reach conclusions and recommendations for clients
* Preparation of suitability letters
* Involvement in the company’s research processes including platform due diligence
* Handling some client correspondence on behalf of the Financial Advisers
* Working alongside the Financial Advisers on advice strategies
* Using Intelligent Office as a back office system
* Studing for the Diploma in Regulated Financial Planning (level 4)
* General administrative duties
REQUIREMENTS:
Candidates interested in the Trainee Paraplanner vacancy will have the following criteria:
* A background in IFA administration
* Some paraplanning/report writing experience ideal but not essential
* Keen to study for the Level 4 qualification
* Possess excellent communication skills
* Live a commutable distance from Horsham
REMUNERATION / PACKAGE
The package for the Trainee Paraplanner role is as follows:
* Salary up to £35,000 (depending on experience)
* 22 days’ annual leave (increasing 1 day per year until reaching 25 days)
* Auto-enrolment pension
* Study support
* Death in Service x 4
* Mental Health Wellbeing Scheme
* 1 day per week WFH after completing probation
* Pathway to become a Financial Adviser
Next steps:
If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.
Location: Horsham, West Sussex (1 day per week working from home)
Minimum Requirements:
Salary/package: Up to £35,000 (depending on experience) 22 days’ annual leave (rising to 25) pension study support DIS various other benefits
YOUR NEW COMPANY
Our client is a well-established, award-winning boutique IFA firm which is part of a very successful UK-wide network. The company has significant plans to grow over the next 12 months and has just started the search for a Trainee Paraplanner to join its rapidly-expanding Administration team. The role can allow for 1 day per week working from home.
THE ROLE
Reporting to the firm’s Paraplanner Manager, the Trainee Paraplanners’ key duties will include:
* Undertaking research to reach conclusions and recommendations for clients
* Preparation of suitability letters
* Involvement in the company’s research processes including platform due diligence
* Handling some client correspondence on behalf of the Financial Advisers
* Working alongside the Financial Advisers on advice strategies
* Using Intelligent Office as a back office system
* Studing for the Diploma in Regulated Financial Planning (level 4)
* General administrative duties
REQUIREMENTS:
Candidates interested in the Trainee Paraplanner vacancy will have the following criteria:
* A background in IFA administration
* Some paraplanning/report writing experience ideal but not essential
* Keen to study for the Level 4 qualification
* Possess excellent communication skills
* Live a commutable distance from Horsham
REMUNERATION / PACKAGE
The package for the Trainee Paraplanner role is as follows:
* Salary up to £35,000 (depending on experience)
* 22 days’ annual leave (increasing 1 day per year until reaching 25 days)
* Auto-enrolment pension
* Study support
* Death in Service x 4
* Mental Health Wellbeing Scheme
* 1 day per week WFH after completing probation
* Pathway to become a Financial Adviser
Next steps:
If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.
Job number 1063743
metapel
Company Details:
Vision-FS Recruitment
Company size: 10–19 employees
Industry: Financial Services
Vision-FS Recruitment is a leading specialist recruitment agency specialising in delivering bespoke recruitment solutions to candidates and businesses...