Trainee Paraplanner

Paraplanner - Birmingham, West Midlands

Ref: 1568Thursday 23 May 2024

£25,000 - £35,000

Are you an ambitious and motivated Financial Services Administrator on your journey to being Diploma qualified who’s looking to take the next step in your career? This is the opportunity you've been waiting for! We are working with a highly regarded financial advisory firm seeking a talented individual to transition into a Paraplanning role and unleash their full potential.

 

Join this dynamic team as they continue to grow and expand their client base across various industries. With their commitment to excellence and innovation, you'll have the chance to develop your skills and become an integral part of our success.

 

What's in it for you?

  • Career Advancement: Step up from an Administrator to a Paraplanner, expanding your responsibilities and professional horizons.
  • Immerse yourself in a supportive and collaborative team that values your contributions and growth.
  • Access comprehensive training programs and resources to enhance your knowledge and expertise.
  • Work in a modern office equipped with the latest technology to streamline your work processes.
  • The team promote a healthy work-life balance, ensuring you have time for personal pursuits and well-being.

 

Responsibilities:

  • Assist the Paraplanners in managing the administrative aspects of the role, ensuring efficient workflow and client support.
  • Gather and analyse client data to facilitate the creation of accurate financial plans and investment strategies.
  • Prepare and maintain client files, ensuring all documentation is accurate, complete, and compliant.
  • Collaborate with the Paraplanners to create clear and concise reports and presentations for client meetings.
  • Conduct research on various financial products and solutions to assist in identifying suitable recommendations.

 

Requirements:

Previous experience as an Financial Services Administrator / IFA Administrator, demonstrating a solid understanding of financial services operations.

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