Trainee Paraplanner - Bury, United Kingdom - Taylor James Professional Recruitment

Taylor James Professional Recruitment
Taylor James Professional Recruitment
Verified Company
Bury, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Our client, a prestigious and award winning firm of financial planners in Bury are looking to appoint a Trainee Paraplanner.
Our client is looking to speak with 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

The Person:


  • IFA administration experience (essential)
  • Diploma Level 4 or working towards (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
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