Switch Recruitment Services Ltd
Trainee Paraplanner
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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
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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)
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In return our client is looking to offer a competitive basic salary, benefits and bonus package including enhanced pension, 28 days holiday, PMI etc.
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Jessica, London
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