Back to jobs

Trainee Paraplanner

Job description

Are you a Financial Services Administrator looking for the opportunity to progress your career in paraplanning and/or financial planning?

We are working with a growing financial planning firm looking to hire a minimum of x2 Trainee Paraplanners into the team!

Your role will be to:

  • To undertake client related administration, review work, reporting and implementation, in order to assist Independent Financial Advisers in the provision of independent financial services to clients
  • To undertake the required number of chargeable hours for the department
  • To complete tasks in an efficient and timely fashion

    The ideal candidate:
    ·It is desired that Trainee Paraplanners have, or aim to achieve, the certificate in financial services. This demonstrates the basic level of technical knowledge which is required in order to undertake the job of a Trainee Paraplanner
    ·Understand Microsoft Office and other industry technical software packages including Curo
    ·Good organisational and planning skills and to be able to keep a time record of work undertaken on behalf of clients
    ·Understand the advice process and the need for a commercial relationship with clients
    ·Strong communication skills and excellent analytical skills
    ·Good team player with a flexible approach

    If this role sounds like it could be something of interest please click apply and we will be in touch!

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.