Trainee Paraplanner

Our client, a prestigious firm of financial planners in Kettering are looking to appoint a Trainee / Junior Paraplanner. Our client is looking to speak with IFA Administrators or Junior Paraplanners who are looking for a new challenge. Subject to the individuals level of experience/capabilities, duties and responsibilities may include: • Working closely alongside the Advisers and senior Paraplanners • Attending client meetings • Preparing basic suitability reports • Research & analysis of financial products to meet client requirements • Preparing recommendations & implementing client recommendations • Administrative duties The Person: • IFA administration experience (essential) • Working towards L4 diploma (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