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:
1. Salary between 25,000 - 32,000
2. Matched pension contribution - 5%
3. Generous sick pay
4. Flexible home and office working
5. Group...