Job Information

Working in partnership with a reputable Wealth Management company in North Yorkshire I am currently recruiting for a Trainee Paraplanner to join a very busy team within a fast paced, professional environment.

As a Trainee Paraplanner you will work alongside the Financial Planners and Support Team, offer technical assistance and ensure an excellent service is provided to their clients.

Duties will include and/or you will be working towards;

• 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 Clients Servicing (Administration) tasks as required

The successful Trainee Paraplanner must have worked within a Financial Planners doing a similar role and either have or be working towards the Level 4 Diploma in Financial Advice.

In return you will receive a salary of up to £28,000 (Although negotiable dependent upon experience), plus one to one training and development as well as support towards achieving further industry relevant qualifications.


For further information please search `Cameron James Professional Recruitment`, visit our website and contact Richard Kunman.