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Huddersfield

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

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    Full time
    Description

    Our client based near to Huddersfield are looking to appoint a Trainee Paraplanner.

    Our client is looking to speak with Administrators who are keen to gain exposure within paraplanning.

    Subject to the individuals level of experience/capabilities, duties and responsibilities may include:

    • Working closely alongside the Advisers and senior Paraplanners
    • Processing new business
    • Actioning LOA's
    • Acquiring Valuations
    • Preparing for annual reviews
    • Preparing basic suitability reports (full training provided)
    • 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

    To be considered for this opportunity, please apply for this role or contact Matthew Biddle on LinkedIn


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