Trainee Paraplanner - London, United Kingdom - Blakemore Recruitment

Blakemore Recruitment
Blakemore Recruitment
Verified Company
London, United Kingdom

1 week ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description
Salary - up to £40,000

Location - City


Blakemore are recruiting for a
Trainee Paraplanner / Administrator to join a very successful and growing Wealth Management client of ours.

This is an opportunity to join a recognisable wealth management practice in London.

They have a enviable track record of developing people in a structured and rewarding manner, delivering long tern career progression.


Duties will include:

  • Updating and maintaining client records on the system ensuring continued accuracy of data.
  • Dealing with client servicing and policy enquiries.
  • Preparing client reviews and completing review reports.
  • New Business Processing (Investments and Pensions)
  • Preparing Recommendation Reports.

Essential:

  • IFA Industry Experience.
  • IT Literate (Microsoft Word, Excel and Outlook)
  • Demonstration of Initiative.
  • Ability to prioritise while maintaining deadlines.
  • Effective Communication Skills.
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