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Date Added: Tue 07/11/2023

Trainee Paraplanner/Advisor

Farnham, GU9, UK
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Job Type: Permanent, Full Time

Salary: £21000 - £26000/annum career progression

Are you a Finance Graduate seeking employment within a company that offers a fantastic working environment, will offer you the opportunity to obtain financial qualifications and will dedicate time and effort to you in order to produce the highest quality of work in line with the companies outstanding reputation.

Key responsibilities within the role include:

Ensure you approach all aspects of your work with a professional aptitude in line with FCA requirements.

Communicate with colleagues and clients both written and verbally in a professional manner

Build rapport with clients when attending meetings

Take detailed notes and ensure data from meetings is recorded.

Analyse and report on information end ensure that strategies are identified

Ensure your financial and company knowledge on compliance and procedures are kept up to date

Manage new client relationships - generate new business by building rapport

Manage client expectations in terms of fee's and billing hours

To be considered for this position you will be / have:

A finance / legal related degree

An analytical mind with a meticulous attention to detail

Outstanding written and verbal English.

A natural problem solver with the ability to remain calm when dealing with complex issues.

An advanced user of Excel and other MS Office programmes.

My client offers some fantastic money-based rewards as well as a working environment where feedback is key and they promote an open communication stream between you and your line managers. Apply today to be considered for this fantastic opportunity
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