Trainee Paraplanner

Location Essex
Discipline: Business Support Recruitment
Job type: Permanent
Salary: £25,000
Contact email: kflynn@kaymanrecruitment.com
Published: about 1 month ago

​The more we think about this role - THE BETTER IT GETS!!!

This is the ideal starting point for someone looking to kickstart their career within Financial Services.

Working as part of one of the best in their industry, this is the foot in the door you are looking for.

Duties will include:

  • Working closely with the Financial Advisors to prepare detailed, accurate, technical reports

  • Analysing information and making tailored financial recommendations

  • Processing investment application in a timely manner

  • Developing experience around finance plans across retirement and state planning

  • Undertaking a tailored learning and development plan, to gain knowledge and experience essential for progression

They are looking for:

  • Strong motivation, professionalism and a positive can-do attitude

  • Highly organised, with outstanding time management skills

  • Commercial acumen - mathematical ability and outstanding attention to detail

  • Genuine interest in paraplanning/wealth management

  • 12 months experience within an office environment OR degree educated

Benefits include:

  • Up to £25,000PA

  • Annual bonus

  • Industry supported training and support with qualifications

  • Birthday off

  • Benefits package including Medi Cash