Trainee Paraplanner

Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking a competent Trainee Paraplanner to join their growing team. Responsibilities: • Providing planning support to Financial Planners and a professional service to new and existing clients • Undertake client valuations and preparing documentation ahead of client reviews • Supporting experienced Paraplanners with the drafting of reports and other documentation • Liaising with insurers / providers for new business quotations and updating software accordingly • Ensuring all client records are kept up to stand and all relevant checks etc are completed Experience required: • Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, • You will have a good knowledge of pensions, investments, protection etc • Good verbal and written communication skills and have the ability to manage multiple tasks. • Ideally you will have experience of working with systems such as Intelligent Office (IO) In return our client is looking to offer a competitive basic salary, benefits and bonus package including enhanced pension, 28 days holiday, PMI etc.