Job Title: Trainee Paraplanner
Location: UK Remote
Salary: Negotiable DOE
The Role: Due to rapid business growth, we are looking for an eager Financial Planning professional to join us as a Trainee Paraplanner, with the view of being part of our journey as a fast-growing FinTech.
The role is fully remote, with no obligation to be near or attend an office. You will work closely with our existing back-office team, learning our unique systems and processes. You will work with a number of different advisers across the business with a variety of tasks.
Key Responsibilities: The role is naturally varied due to being a growing company. We will provide training on all tasks, which will include:
· Research & Analysis
· Preparing Annual Review Documents
· Suitability Report Preparation
· Processing Letters of Authority
· Processing New Business
Naturally, as you develop, there may be opportunities to take on more responsibilities.
What We Are Looking For: We are open to different experience and qualification levels. Due to the nature of being a FinTech, our back office system differs to more commonly used systems and is constantly being developed/improved and therefore, it is essential that the successful candidate is open to learning and is adaptable.
Key Skills:
· Adaptable
· Dependable (due to being a remote role)
· Organised
· Willingness to learn
· Will ask if you need help/further training
Qualifications:
· Progress with level 4 qualifications (essential)
· Level 4 qualified (preferred)
Experience:
· 6+ months experience within Financial Planning (preferred)
We are open to any outstanding candidate looking for their first opportunity in the industry if commitment has been demonstrated through exam progression.