Job Information

Trainee Paraplanner Vacancy - Altrincham - £23,000 to £27,000

An Independent Financial Advisers in Altrincham is seeking a Trainee Paraplanner to join the team. As the successful Trainee Paraplanner you will be someone who is highly organised, able to work on a variety of tasks and have a fantastic eye for detail and provide excellent support to the existing Paraplanners and Financial Advisers.

Duties will include but will not be limited to;

• ·        Fund/Product Research
• ·        Preparing/Writing Suitability Report Letters
• ·        Preparing and Implementing Recommendations
• ·        Maintain up to date industry knowledge and awareness by attending training days
• ·        Business processing and client servicing administration tasks when required  

The successful Trainee Paraplanner must have some industry relevant qualifications and experience working within a financial advisers, ideally with some experience using research tools. 

Apply now or for further information please contact Richard on 07852419897 or email richard.kunman@cameron-james.co.uk