Trainee Paraplanner job in Ferndown Dorset

Trainee Paraplanner | Dovetail Recruitment Ltd

Trainee Paraplanner

Trainee Paraplanner Job in Ferndown

Dovetail Recruitment are pleased to be working with a well established and professional business

with an evident loyal employee record and excellent career progression plan.  They are looking for a Trainee Paraplanner to join them. This is the chance to get your foot in the door of a company who will support you with additional training and qualifications.

We are looking for a Trainee Paraplanner or IFA administrator with whole of market product

knowledge ideally with C11 Diploma or working towards who is ready to take the next step in their career. 

Duties & Responsibilities:

  • Discuss all client objectives with IFA
  • Confirm Clients risk profile
  • Prepare suitability letters
  • Identify areas for planning and undertake research to identify suitable solutions to meet client’s needs
  • Review client’s investments, asset allocation and risk profile

Knowledge & Experience:

  • Excellent report writing skills
  • Excellent communication skills
  • Forward thinking with good initiative
  • Previous experience in Paraplanning
  • Level 4 Diploma or studying towards

Salary & Benefits:

  • Competitive salary
  • Free Parking
  • 20 Days holiday plus additional for length of service
  • Pension scheme
  • Training and support with Financial Services Qualifications

This Trainee Paraplanner Job in Ferndown would suit candidates with Financial administration or Paraplanning experience who have worked in the Financial Services industry.

If you are interested in this Trainee Paraplanner Job in Ferndown, please click ‘Apply Now’;

alternatively, please view ‘Similar Roles’.

Overview

  • Location: Ferndown, Dorset
  • Job Title: Trainee Paraplanner
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