Trainee Paraplanner - Graduate/ Entry Level role

Trainee ParaplannerNelson, Lancashire Office Based £28,000Have you been looking for a way into Financial Planning but aren''t sure where to start?A well-established Financial Planning firm is looking to recruit a Trainee Paraplanner to join its technical team.If you''ve never come across the role before, a Paraplanner works alongside Financial Advisers, carrying out research, analysing information, preparing recommendations and helping deliver high-quality financial advice to clients.This is not a Trainee Financial Adviser position. The company is looking to develop someone into a professional Paraplanner who will become an integral part of the business over the long term.The role would suit someone who enjoys analytical work, has excellent attention to detail and is looking for a genuine long-term career rather than simply another job.The RoleWorking alongside experienced Financial Planners, you''ll gradually become involved in:Uploading client information onto the CRM systemPreparing application and transfer paperworkSupporting Financial AdvisersCarrying out financial planning and investment researchGathering client informationWriting suitability reportsProducing client review reportsUsing cashflow planning softwareLiaising with clients and providersContributing ideas to improve business processesWho They''re Looking ForThe company is interested in finding the right person, rather than someone who already has years of experience.Applications are welcomed from:Graduates ..... full job details .....