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Trainee Paraplanner

  • Salary: £28000 - £30000 per annum + Benefits
  • Location: London
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    24 Jul 2018
  • Job reference: 30770

An independent, client centric firm in central London are seeking a Trainee Paraplanner.

The Company

My client is a small, independent firm based in London. Their qualified and experienced Advisers provide a bespoke advice in investments, pensions and protection.

Role

My client is looking for a Trainee Paraplanner to support three Directors and provide efficient and timely provision.

Training towards the following responsibilities

  • Providing comprehensive technical and administrative support to their Directors
  • Conducting research and write suitability reports and letters on a number of subjects in accordance with company and compliance guidelines
  • Providing an effective link between the client and Advisers ensuring that both are kept up to date with any requests that they may have submitted
  • Checking all new business application forms for completeness
  • Demonstrating up to date knowledge of processes, systems and products

To be successful you will need

  • Industry qualifications would be advantageous
  • Knowledge of pensions, investments and protection
  • Experience within a financial services background, preferably an IFA environment

If successful, you will benefit from

  • Salary of up to £30,000, negotiable for the right candidate
  • Company benefits
  • Career progression
  • Support and funding for further industry exams
  • Training and development through in-house staff training with their 'Academy'


This is an excellent opportunity for someone looking to build their career and gain the relevant knowledge and experience needed to maximise their potential. Our client are looking for bright individuals to become rising stars in the company. If you match my client's requirements, send your CV across now and we will be in touch with more information!

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Our clients include: