Ourclient,aprestigiousfirmoffinancialplannersinLeedsarelookingtoappointaTrainee/JuniorParaplanner. OurclientislookingtospeakwithIFAAdministratorsorJuniorParaplannerswhoarelookingforanewchallenge. Subject totheindividual slevelofexperience/capabilities,dutiesandresponsibilitiesmayinclude: WorkingcloselyalongsidetheAdvisersandseniorParaplanners Attendingclientmeetings Preparingbasicsuitabilityreports Research&analysisoffinancialproductstomeetclientrequirements Preparingrecommendations&implementingclientrecommendations Administrativeduties ThePerson: IFAadministrationexperience(essential) WorkingtowardsL4diploma(desirable) KnowledgeinallaspectsoffinancialadvicecoveringPensions,Investments,&Protectionproducts Inreturnthisopportunityoffersaverycompetitivebasicsalaryalongwithanextensivebenefitspackage Tobeconsideredforthisopportunity,pleaseapplyforthisroleorcontactMatthewBiddleonLinkedIn TPBN1_UKTJ
Job Title
Trainee Paraplanner