Trainee/Junior Paraplanner (Hybrid)
This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What''s most important is the desire to learn, and build a worthwhile career.Location: Office based primarily but home working is available for up to 2 days per weekHours: 5 days per week - 9am until 5pm (Monday - Friday)Salary; £25,000 - £27,000 NegotiableContract type: PermanentBenefits; 30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition)NHS Top up Medical Cash Plan (increasing with length of service)Gym membershipFree onsite parkingBike to work schemeExam support and fundingInhouse development path for those that want to develop throughout the various rolesTeam socialsRole purpose: An exciting new opportunity has arisen within the Paraplanning team providing paraplanning support to the Paraplanners, Advisers and wider business.Key Duties and Responsibilities:Providing paraplanning support to the Financial adviser team across more simple products and cases with a view of developing into more complex advice areas and cases in development and learning journeySending Letter of Authorities to third party providersChasing outstanding information with third party providersAnalysing of policy informationPreparation of basic suitability letter and reportsAccurately recording clients data and complianceCommunication between client and adviser to ..... full job details .....
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