Trainee Paraplanner
Page Personnel
- Manchester
- £24,000 per year
- Permanent
- Full-time
- Preparing suitability reports for clients and preparing client review packs
- Carrying out specific research on financial products for each individual client needs
- Carrying out reviews and dealing with client queries quickly and efficiently, and act as a point of contacts for clients
- Submitting plans to third party provider companies
- Maintaining all necessary administrative information, ensuring all is correct and accurate, as well as being compliant with relevant bodies
- Worked in an IFA environment in an administration role looking for a step up
- Ambition to build a career in paraplanning
- Desire to study towards CII or CISI diploma qualification
- Excellent communication skills with confidence to speak to various stakeholders and enjoys client interaction
- Prides themselves on their customer service skills
- Has a strong attention to detail and able to work with a high level of accuracy
- Strong analytical skills and able to solves problems effectively
- Confidence with systems and IT
- Attractive salary depending on experience and qualification
- 25 days holiday
- Flexible working
- Hybrid working
- Company pension scheme
- Private healthcare
- Discount on services such as dental, eye care etc
- Support for professional development