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Trainee Paraplanner

Full Time
Job Sector:
Financial Services / Insurance
Bath / North East Somerset
Salary description:
£23k - 28k per year + Benefits
Start Date:
Alexander Mae
Job Ref:

TRAINEE PARAPLANNER - Financial Services Industry
Superb opportunity to join a training academy
Full study support for Diploma and then Chartered status including study leave
Salary between £23k - £28k Dependent on experience, industry qualifications...
Location: Bath

Our client is looking to cultivate the next generation of Paraplanners. It has proven success in recruiting carefully hand-picked individuals, with the right mental attitude, motivations and work ethic and nurturing them through a training programme to become a highly-successful and innovative Paraplanner.

You will work as trainee financial planning assistants in a team of highly trained and technical individuals. During this time, and study towards the Diploma and Advanced Diploma in Regulated Financial Planning with the Chartered Insurance Institute, for which you will receive professional training, a structured study plan and study days away from the office to revise. Our client will sponsor employees through all of this including the cost of learning materials. This is combined with on-the-job training giving you all the tools to become a qualified Adviser.

To start you will work as a trainee financial planning assistant, before taking on the role of a Paraplanner under the wing of an experienced Chartered Financial Planner. This is analytical role that
involves the gathering of data and writing lengthy, detailed reports that shape advice for our clients.

Eventually you will become a professional in areas such as pensions, protection, mortgages, investments, tax and trusts, wealth management, estate planning and much more. The financial planning assistant role entails the following:

Communicate effectively with the financial advisers to discuss client financial objectives
Be recognised as the second point of contact for a client if their adviser is unavailable
Identify and obtain financial research related to the client's specific situation
Prepare and analyse data to conduct an up-to-date report on their financial situation/objective
Ensure all clients receive the best of customer service and overtime build relationships with clients
Help support and assist other financial advisers and planning assistants where your skills are required
Communicate effectively with product providers in a timely manner to meet specific deadlines
Research and analyse client situations to conduct advice for pre-meeting work
Help advisers make appointments, book meetings in to their diary and liaise with clients
Update various databases with correspondence and important information relating to clients
Scan documentation in to client files
Keep up-to-date with compliance, economic and legislation changes

Our client is looking for someone a bit special. A person that knows the true meaning of hard-work and wants to push themselves to reach new levels of knowledge and experience, perhaps beyond what they thought they could achieve. Why? Because just like their clients, their employees have clearly defined life goals and objectives. They know that hard work breeds success and in turn increases earning potential.

They are looking for the next generation of elite leaders and entrepreneurs, top people who really want to make something special of their lives..... If you have got the sheer desire, grit and determination our client has got years of skills, resources and knowledge to push you higher!

My client is seeking an

Company Description

Alexander Mae are recruitment specialists in Bristol & the South West, whether it's permanent, contract or temporary appointments we can help. We recruit at every level from the first job, returners to work, through to career advancement across diverse industry sectors within the commercial market.

Closing Date:

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