Trainee / Junior Paraplanner
other jobs Macildowie Recruitment and Retention
Added before 7 Days
- England,East Midlands,Leicestershire
- Full Time, Permanent
- £28,000 per annum
Job Description:
Full job descriptionTrainee / Junior Paraplanner
Leicester
£28,000
Permanent | Full-Time | Office Based
Macildowie are working with this client based in Leicester to recruit a Trainee / Junior Paraplanner. This is an exciting opportunity for someone looking to build a long-term career within financial planning, joining a supportive team that is committed to developing future talent.
Whether you have experience within administration or financial services, or you’re looking to take your first step into paraplanning, this role offers full training, mentoring and support towards professional qualifications.
The Role
*Supporting Financial Advisers with research into financial products and investment solutions.
*Assisting in the preparation of suitability reports and financial planning recommendations.
*Gathering and analysing client information to support the advice process.
*Liaising with providers, advisers and clients where appropriate.
*Ensuring documentation is completed accurately and in line with regulatory requirements.
*Maintaining client records and supporting ongoing case management.
*Studying towards professional qualifications with full support from the business.
About You
*Strong attention to detail and analytical skills.
*Excellent written and verbal communication.
*Highly organised with the ability to manage multiple priorities.
*Confident using Microsoft Office.
*A genuine interest in financial planning and a desire to build a long-term career.
*Previous administration or financial services experience is advantageous but not essential.
What’s in it for you?
*£28,000 salary.
*Permanent, office-based role in Leicester.
*Full training and mentoring from experienced professionals.
*Support towards industry-recognised qualifications.
*Clear career progression within financial planning.
*Competitive benefits package and supportive working environment.
If you’re looking to establish a rewarding career within financial planning and want to join a business that will invest in your future, we’d love to hear from you.
Leicester
£28,000
Permanent | Full-Time | Office Based
Macildowie are working with this client based in Leicester to recruit a Trainee / Junior Paraplanner. This is an exciting opportunity for someone looking to build a long-term career within financial planning, joining a supportive team that is committed to developing future talent.
Whether you have experience within administration or financial services, or you’re looking to take your first step into paraplanning, this role offers full training, mentoring and support towards professional qualifications.
The Role
*Supporting Financial Advisers with research into financial products and investment solutions.
*Assisting in the preparation of suitability reports and financial planning recommendations.
*Gathering and analysing client information to support the advice process.
*Liaising with providers, advisers and clients where appropriate.
*Ensuring documentation is completed accurately and in line with regulatory requirements.
*Maintaining client records and supporting ongoing case management.
*Studying towards professional qualifications with full support from the business.
About You
*Strong attention to detail and analytical skills.
*Excellent written and verbal communication.
*Highly organised with the ability to manage multiple priorities.
*Confident using Microsoft Office.
*A genuine interest in financial planning and a desire to build a long-term career.
*Previous administration or financial services experience is advantageous but not essential.
What’s in it for you?
*£28,000 salary.
*Permanent, office-based role in Leicester.
*Full training and mentoring from experienced professionals.
*Support towards industry-recognised qualifications.
*Clear career progression within financial planning.
*Competitive benefits package and supportive working environment.
If you’re looking to establish a rewarding career within financial planning and want to join a business that will invest in your future, we’d love to hear from you.
Job number 3940811
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Company Details:
Macildowie Recruitment and Retention
Company size: 50–99 employees
Industry: Recruitment Consultancy
Established in 1993, Macildowie is a market leading recruitment firm, specialising in Human Resources, Accountancy & Finance, Procurement & Supply Cha...