Trainee Paraplanner
other jobs Taylor James Professional Recruitment
Added before 78 Days
- England,Yorkshire and The Humber,West Yorkshire,Huddersfield
- full-time
- £24,000 - £30,000 per annum
Job Description:
Our client based near to Huddersfield are looking to appoint a Trainee Paraplanner.
Our client is looking to speak with Administrators who are keen to gain exposure within paraplanning.
Subject to the individuals level of experience/capabilities, duties and responsibilities may include:
* Working closely alongside the Advisers and senior Paraplanners
* Processing new business
* Actioning LOA’s
* Acquiring Valuations
* Preparing for annual reviews
* Preparing basic suitability reports (full training provided)
* Research & analysis of financial products to meet client requirements
* Preparing recommendations & implementing client recommendations
The Person:
* IFA administration experience (essential)
* Diploma Level 4 or working towards (desirable)
* Knowledge in all aspects of financial advice covering Pensions, Investments, & Protection products
In return this opportunity offers a very competitive basic salary along with an extensive benefits package
To be considered for this opportunity, please apply for this role or contact Matthew Biddle on LinkedIn
Our client is looking to speak with Administrators who are keen to gain exposure within paraplanning.
Subject to the individuals level of experience/capabilities, duties and responsibilities may include:
* Working closely alongside the Advisers and senior Paraplanners
* Processing new business
* Actioning LOA’s
* Acquiring Valuations
* Preparing for annual reviews
* Preparing basic suitability reports (full training provided)
* Research & analysis of financial products to meet client requirements
* Preparing recommendations & implementing client recommendations
The Person:
* IFA administration experience (essential)
* Diploma Level 4 or working towards (desirable)
* Knowledge in all aspects of financial advice covering Pensions, Investments, & Protection products
In return this opportunity offers a very competitive basic salary along with an extensive benefits package
To be considered for this opportunity, please apply for this role or contact Matthew Biddle on LinkedIn
Job number 1399475
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Company Details:
Taylor James Professional Recruitment
Company size: 5–9 employees
Industry: Recruitment Consultancy
Taylor James is a specialist recruitment partner to the financial services industry. Our tailored approach enables us to source the highest calibre of...