Trainee Paraplanner - Remote
Bromsgrove
Job Title: Trainee Paraplanner
Industry: Wealth Management
Location: Remote (Midlands preferable)
Salary: £25,000 - 32,000
Job reference: 9010
Job Description:
Are you a financial planning administrator seeking the next step in your career?
Recruit UK are proud to be working with a prestigious wealth management firm that are recruiting for a Trainee Paraplanner. This will be a varied role and allow you to develop your skillset further, providing support to Financial Planners and writing suitability reports.
The ideal candidate will be midlands-based but work from home on a remote basis.
Duties will include:
Research and prepare reports for the financial adviser
Updating the CRM and ensuring this is compliant
Processing new business
Assist with quotations and illustrations
Preparing suitability reports
Undertaking product and fund research
Liaising with clients and Financial Planning team throughout the advice process, helping to manage the client relationship
Managing and prioritising tasks and workload
Benefits:
Salary between 25,000 - 32,000
Matched pension contribution - 5%
Generous sick pay
Flexible home and office working
Group death in service
Group Income Protection
Assistance with future examinations
Generous holiday allowance
Health Cash Plan
Online discounts portal
Skills and experience required:
Previous financial planning administration experience
At least one pass towards the Level 4 Diploma in Financial Planning required
Proficient use of Excel
Ability to multitask
Problem solving skills
Excellent communication skills - both written and verbal
Ability to work independently and as a team
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm on a remote Trainee Paraplanner role.
Our commitment to you:
Start every journey with a conversation to find out about you in-depth.
Provide honest feedback on where you fit in the jobs market.
Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
Take a holistic mindfulness approach - career happiness is rarely just about the money.
Cover the whole of the UK with a local touch through our regional teams.
Never pester you.