Trainee Paraplanner

Type: Trainee
Region: London

Job Title: Trainee Paraplanner

Salary: Birmingham

Location: £26,500 – £28,500

The Company:

An established Wealth Management Company, who are very client focused and want to ensure the best quality services to every individual. They have a family focused approach to their staff, offering a fantastic culture and opportunity to develop and grow as an individual.

The Role:

This role would sit within the back-office function of the business and would involve paraplanning duties as you progress within the role. The ideal candidate would be comfortable meeting clients and able to work in fast-paced professional environment, so someone who is able to present information clearly and concisely with strong written and verbal communication skills is key.

If you are looking to take the next step in your career or are looking to join a firm that can genuinely offer development and a chance to progress within financial services, then this could be the role for you.

They also offer fantastic benefits such as study support, non-contributory share scheme and an employee assistance programme.

The Required Skills:

• Excellent communication skills, both written and verbal, as well as strong analytical and numerical skills with a genuine interest in finance.
• Experience working within a Financial Planning or Wealth Management Firm is essential.
• An understanding of paraplanning with knowledge around Suitability report writing is desirable.
• Progress towards the Level 4 Diploma in Financial Planning or equivalent would be advantageous.
• Personable professional who is comfortable dealing with clients both written and verbally.
• A good understand and knowledge around pensions and investments

If you are interested in hearing more about this position, please get in touch with us at Capio.