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Trainee Paraplanner - Wealth Management IFA, Financial Services - City, London, United Kingdom, EC1A2

£27-35k

Our client is a successful local business in Financial Services and due to their recent expansion plans they are looking for a Paraplanner or Junior Paraplanner to join their team

The purpose of this role is to provide paraplanning support to the IFA's

You will support the client advisory process, playing a key role in providing an all-important, quality sales support function through effective use of software, as well as following

Key responsibilities

  • Review fact finds, file notes, client risk profile questionnaires etc. as provided by the financial advisers to gain an understanding of the client requirements discussed and agreed.
  • Undertake quotes

Job requirements

  • Financial Planning Diploma Qualified (or near to it).
  • suitability letter experience.

Saaalry circa £27-35000

For more details please contact Jason at Astral