Trainee Paraplanner — Hybrid Career in Financial Planning

Eden Rose; Swindon; Híbrido; GBP 36 000 - 44 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Discretionary annual bonus

Exam fees paid

Private healthcare

Pension from day one

25 days leave

Bank holidays and extra personal day

Office closure Christmas

Free parking

Team socials

Resumo da oferta

Eden Rose is seeking a motivated Trainee Paraplanner in Swindon to join its growing financial planning team. You will support advisers and paraplanners, gathering client information and assisting with research to prepare suitability reports.

This is an excellent entry point for someone with IFA administration experience looking to develop technical paraplanning skills and progress within the business.

Qualificações

• Experience in IFA administration or financial services is desirable.
• Understanding of pensions and investments is beneficial.
• Strong organisational skills and attention to detail.
• Good written and verbal communication skills.

Responsabilidades

• Support Financial Advisers and Paraplanners with client cases and annual reviews.
• Gather client information, valuations and policy details from providers.
• Assist with technical research, product comparisons and the preparation of suitability reports.
• Support new business applications and track cases through to completion.
• Liaise with clients, providers and colleagues to obtain outstanding information and resolve queries.
• Maintain accurate client records and ensure documentation is complete and up to date.
• Develop technical knowledge of pensions, investments and the wider financial planning process.

Conhecimentos

IFA administration

Financial services

Organised

Attention to detail

Formação académica

Level 4 Diploma in Regulated Financial Planning

Descrição da oferta de emprego

Eden Rose is seeking a motivated Trainee Paraplanner in Swindon to join its growing financial planning team. You will support advisers and paraplanners, gathering client information and assisting with research to prepare suitability reports.

This is an excellent entry point for someone with IFA administration experience looking to develop technical paraplanning skills and progress within the business.