Job Information

A Trainee Paraplanner is required by a small IFA based in the City EC2. The successful candidate will be responsible for working with the Financial Consultants on a number of non client facing tasks such as helping to prepare a financial plan or report with the Paraplanner. Fact find, chasing and collating documentation. You should have already established that Financial Services is your chosen vocation and plan to be a Financial Advisors Administrator or Paraplanner

Essential skills:

The Sales Support Administrator will ideally have the following skills / experience:

- Ability to use Excel and word and be able to pick up in house systems easily.

- Ability to research as and when required
-Good all round administration skills
-Happy introducing yourself to clients (Meet & greet)

Who would the role suit:

A graduate or someone looking for a step into the financial services market
Salary initially £18,000 per annum rising when qualifications and experience gained.
Fantastic graduate opportunity.