Hybrid Trainee Paraplanner – Wealth Planning Path

Elvet Recruitment; North East; On-site; GBP 28,000; Full time

Job summary

A recruitment agency is seeking a Trainee Paraplanner to join a well-established wealth management firm in County Durham. You will be responsible for creating suitability letters and reports while liaising with various stakeholders. The ideal candidate should exhibit strong analytical skills and attention to detail while working towards a diploma or chartered qualification. This is a permanent role, offering a salary of £28,000 for 34 hours per week, Monday to Friday.

Qualifications

• Experience in creating and maintaining systems, processes, and procedures.
• Able to transpose information accurately.
• Able to build strong relationships with clients and colleagues.

Responsibilities

• Produce high-quality suitability letters and reports.
• Liaise with the Partner and Client to gather necessary information.
• Maintain a good working relationship with colleagues and clients.

Skills

Intermediate / advanced computer skills with knowledge of Microsoft packages

Strong analytical and numeracy skills

Strong attention to detail

Ability to balance conflicting demands and work to deadlines

Ability to work autonomously and remotely

Effective communication skills

Education

Working towards or desire to gain a diploma / chartered qualification

Job description

A recruitment agency is seeking a Trainee Paraplanner to join a well-established wealth management firm in County Durham. You will be responsible for creating suitability letters and reports while liaising with various stakeholders. The ideal candidate should exhibit strong analytical skills and attention to detail while working towards a diploma or chartered qualification. This is a permanent role, offering a salary of £28,000 for 34 hours per week, Monday to Friday.