Trainee Paraplanner - Ramsbottom, United Kingdom - recruitment22

recruitment22

Verified Company

Ramsbottom, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Trainee Paraplanner Bury | £25, ,000.00 Per Annum This is a perfect opportunity for you as an IFA Administrator (Client Services Administrator, Financial Planning Administrator etc) to take the next step your career, and move into Paraplanning with full training, development and support from a company witha track record of successfully progressing/promoting from within.

You will have a training plan, and your journey result in you becoming a Paraplanner who researches funds and products, finds and presents solutions for clients and writes suitability reports.

And while you're learning you'll assist with the Administrationside you'll already be accustom too such as processing new business, transfers/switches and withdrawals.

Preparing meeting packs including valuation reports and illustrations and all other pre and post sale administration work.
You'll receive a salary of up to £30,000 depending on experience and qualifications and receive:

£500 increase upon completion of each exam (R0
R06)
Annual bonus up to 7.5% per annum, based on set targets

Holiday Entitlement: 25 days per annum plus the statutory public holidays. You are required to retain 3 days holiday for the office closure over Christmas

Employee Benefits:
Death in Service: 4 x Basic Salary
PHI: 75% of salary
Pension: 3% Employer Contribution, 4% Employee minimum