Trainee Paraplanner

Description

Our client is seeking a Graduate to join their team and train to become a Paraplanner. They will also offer support to train to become a financial advisor, should you wish to take that path. This role will be supporting the financial advisor, investigating and researching technical information, and providing a detail-conscious and accurate approach.

Job Description:

To conduct in-depth research on various financial funds, products, and market conditions to identify suitable solutions for clients

Prepare clear and compliant financial reports that outline the recommendations made to clients by the financial adviser

Ensuring that all financial recommendations and plans meet regulatory requirements and the firm's investment philosophy

Assisting financial advisers in reviewing a client's financial situation and developing a comprehensive financial plan

Acting as a point of technical expertise for the financial adviser and answering technical queries from clients For the Paraplanner role, it would be good to see candidates with the following:

2.1 + in a relevant or related degree

Highly detail-conscious

Strong attention to detail

Excellent communicator

Strong attention to detail: Meticulousness in reviewing documents and preparing detailed reports

Excellent communication, both written and verbal, to effectively convey complex information to financial advisers and potentially clients

Excellent problem-solving skills, a logical approach to resolving technical challenges, and providing effective solutions

Effective planning and organisation skills to manage workload and meet deadlines Hours: 9:00 am - 5:00 pm

Salary: £24,000 - £26,000 Per Annum DOE

Brampton Recruitment is an independent Commercial and Accounts & Finance recruitment agency working in partnership with employers spanning Stoke on Trent, Staffordshire, Cheshire, and the Greater Manchester region

Ad ID: 5417247502