Job Details

Trainee Paraplanner

Sector:Financial Services

Region : North West England

Location: Preston


Job Ref.: RK0380FS

Job Information

Trainee Paraplanner Vacancy in an Independent Chartered Financial Planners in Preston. Starting salary of up to £28,000 depending on experience. Full study support towards Chartered. Route to becoming a Chartered IFA available : A chance to follow in the footsteps of two administrators who are now Chartered IFA`s, Fellows with the CII and Co-Directors.

Working in partnership with a reputable Chartered Independent Financial Planners in Preston I am currently recruiting for a Trainee Paraplanner to provide full support to their Independent Financial Planners.

The successful Trainee Paraplanner will be someone who is highly organised, able to work on a variety of tasks and has a fantastic eye for detail.

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

The longer term plan for the successful candidate is to work towards becoming Chartered IFA, a fellow with the CII and potentially buy-in and become a Co-Director of the business.

Apply now or for further information please search `Cameron James Manchester` and contact Richard Kunman.