Trainee Paraplanner job in London - opportunity to grow your career

The Specialists in Financial Services Recruitment

Job Details

Trainee Paraplanner Paraplanner
Reference ID: 1194
  • Salary/OTESalary of £26,000 - £28,000
  • Vacancy LocationLondon
  • RemunerationEmployed
  • RegionLondon
Job description

This Trainee Paraplanner job in London provides the opportunity for you to expand your knowledge and skills as a Paraplanner

As a Trainee Paraplanner, you will be supporting their Chartered Financial Advisor to provide high quality, compliant financial planning. Following the factfind meeting being undertaken, the Financial Advisor will handover the notes to yourself, therefore your responsibilities will include:

  • Sending LOAs
  • Obtaining any outstanding information
  • Undertake research for appropriate financial planning solutions
  • Producing paperwork and suitability reports ready for the Financial Advisor to present to clients
  • Following the advice meeting, submit appropriate business and paperwork
  • Liaise with clients to aid the client relationship management, including obtaining required information, answering general questions and arranging meetings

Trainee Paraplanner Requirements

  • You should have 1 – 3 years’ experience within financial planning as either a Senior Administrator or Trainee Paraplanner
  • You should have good overall knowledge of financial planning
  • Industry qualifications would be beneficial but not essential 

The Company

This financial planning and mortgage advisory firm based in London has a team of highly knowledgeable Financial Services Professionals. They focus on providing excellent client service, which is reflected in their client reviews

Trainee Paraplanner Benefits

  • Salary of £26,000 - £28,000 depending on experience
  • Office based role in London
  • 35 hours per week, Monday to Friday



Call us now on 0208 0044 154 or click Apply

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