Full job descriptionJob Title: Trainee Paraplanner
Industry: Financial Planner
Location: Middlesbrough
Salary: £30,000 - £37,000 (Depending on experience and qualifications)
Hybrid/Remote on offer
Job Reference: 10464
Job Description:
Recruit UK are working with a prestigious client based in Middlesbrough, who are looking for a Trainee Paraplanner to join their team.
As a Trainee paraplanner you will provide technical research services to the Financial Planners and ensure the preparation of client advice is of the highest quality and delivered efficiently, while mitigating any risks to the business and assisting the practice to achieve its goals.
This role is open to IFA Administrators and Junior Paraplanners must have started level 4 diploma exams, ideally 2 x RO exams passed (min).
Duties will include but not limited to:
*Create suitability reports following annual reviews and new business client meetings
*Research products and preparing recommendations
*Responsible for technical research, cash flow modelling, producing recommendations
*Attending client meetings where appropriate
*Client focus ensuring clients receive the best possible service every single time
*Adhere to FCA regulations and ensure compliance
Benefits:
*Competitive salary of £30,000 - £37,000
*Remote/hybrid working
*Pension contribution & lots more