Job Title: Trainee Paraplanner
Industry: Financial Services
Location:Cheltenham
Salary: £24,000 - £28,000
Reference Number: 8515
Are you an experienced Administrator within Financial Services looking for a career in Paraplanning?
Recruit UK are working on a Trainee Paraplanner position for an experienced Administrator with a knowledge of the Financial Services industry to join a progressive and forward-thinking wealth management firm based in Cheltenham.
This firm are a growing financial services firm who offer wealth management, mortgages, and employee benefits, and they are looking for an experienced Paraplanner to join the team. This firm have invested heavily in their working culture and environment, offering a long list of well-being focused benefits in the interest of their employees.
Day to day duties would include SUPPORTING with:
* Conducting research, and analysis of products and funds
* Complete cashflow forecasts and financial plans
* Preparing fund switch, client letters, and illustrations
* Liaise with product providers and third parties
* Assist Paraplanners and Financial Advisers
Requirements:
* Experience working as an Administrator within the Financial Services industry
* Knowledge of the Financial Services industry
Benefits:
1. A salary of up to £26,0...