Trainee Paraplanner - Norwich

GCB Agency Recruitment

  • Norwich
  • £36,000 per year
  • Permanent
  • Full-time
  • 14 days ago
We are currently looking for a Trainee Paraplanner to join our clients, a highly successful Independent Financial Practice with a team of advisers who have a wealth of experience. This is a unique opportunity to learn from seasoned professionals, gain hands-on experience and embark on a journey towards becoming a proficient paraplanner.Our clients offer a clear career path with excellent progression opportunities in a friendly environment alongside experienced advisers. The successful candidate must have experience working as a Financial Administrator or Paraplanner within a Financial Advisors.Working hours:
  • Full Time
  • Hybrid-working basis (Monday to Thursday in the office & Friday WFH)
The successful Trainee Paraplanner will be offered:
  • Basic Salary up to £36,000
  • 25 days plus bank holidays
  • Free Parking
To be considered for the role of Trainee Paraplanner, you must have
  • Previous administrative experience working within a Financial Advisors, either within Financial Administrator or Paraplanner role.
  • Organised and efficient with excellent attention to detail
  • Ability to prioritise and be proactive.
  • Strong analytical and numerical skills
  • Strong IT skills, specifically in Microsoft Word, Excel and Outlook
Trainee Paraplanner responsibilities:
  • Preparing analysis of the client’s existing portfolio
  • Provision of technical support to Advisers
  • Working closely with the Adviser to research and formulate appropriate advice.
  • Preparation of Recommendation Reports and supplementary documentation
  • Adherence to compliance procedures, core values and high standards of client service
  • Regular liaison with product providers, account managers and clients
  • Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs

GCB Agency Recruitment