Trainee Paraplanner - Bristol, United Kingdom - Reed Insurance

Reed Insurance
Reed Insurance
Verified Company
Bristol, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

My Client is an established national IFA firm who are recruiting within their Paraplanning function in Bristol and seek a Trainee/Associate Paraplanner who is keen to develop more technically.

You will join a productive team who provide high levels of service and advice.

With the Flexibility to work from home for 2 days a week and in return immaculate training and support to becoming a fully-fledged Paraplanner and a competitive starting salary of£2- 32k can be offered plus benefits and further industry qualifications supported with genuine career progression prospects.

My client is ideally looking for

  • Previous Admin Experience / basic paraplanning duties
  • Currently studying R0's (Preferably at least 2 R0's already achieved) and Looking to work towards Diploma in Financial Planning
The role will involve

  • Basic file checks (Fact Finds & Risk Profiles)
  • Research
  • Supporting the paraplanners
  • Basic Report Writing
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