Trainee Paraplanner

Our client, a prestigious firm of financial planners in Burnley 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