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DATE ADDED: Wed 16/10/2019

Trainee Paraplanner / Graduate Paraplanner

Boldon Colliery, UK


JOB TYPE: Permanent, FullTime

Do you have an affinity with numbers and a genuine interest in developing a career within Financial Services? If so, the following opportunity could be the one for you!

Our Client is a reputable, highly successful and award-winning national financial advisory firm.

They have built an enviable business with their clear focus on quality and by looking after both their clients and their employees.

Due to internal promotion, an immediate requirement for a Trainee Paraplanner has arisen, to join the team in their North East head office.

This is an outstanding opportunity for a talented and numerate individual.

Full training and mentoring will be provided, along with study support to achieve Diploma level initially, followed by the highly regarded Chartered status. The individual will then have the option to continue their career into Financial Planning or, remain in a paraplanning capacity if so desired.

This is a varied and 'full model’ paraplanning role, which will challenge your technical knowledge and analytical abilities.

Responsibilities will include:

Extensive research
Cashflow modelling
Participation in client meetings
Post meeting follow-up and providing recommendations
Liaison with Financial Planner and internal departments

Individuals must have:

Good aptitude with numbers
Keenness to study and develop further
A desire to contribute and be part of a successful team
Enthusiasm and an excellent work ethic Advertised through Zoek 9210f206af684f348017fa8b732f34a19