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Trainee Paraplanner

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Salary £22k to £25k
Type Permanent
Location WIGAN Lancashire
Sector UK & Regional
Job Reference UK2A/MAS/29052
Contact BRUIN Financial
Date posted 13-06-2018

An exciting opportunity has arisen to join our client's offices in Standish. My client is looking for a Trainee Paraplanner to join the team on a permanent basis.

The role will be to assist the senior Paraplanner in preparing and producing a Financial Plan/Report for clients in a compliant and efficient manner whilst following company procedures and FCA regulations.

Requirements:
- Progression with Diploma in Financial Planning (CII)
- Understanding of the Financial Planning process, where appropriate
- Ability to multi-task and to prioritise workload

Responsibilities:

- Check all paperwork / information is available to ensure that the client file meets the FCA’s rules and requirements.
- Obtain illustrations/charges information documents.
- Complete application / proposal forms.
- Ensure all compliance paperwork is in order.

If you are an enthusiastic individual with a passion to start a career in Financial Services, then this could be the role for you.

There is an starting salary, training and benefits package available.

For a confidential chat regarding this role, please contact me on 0161 697 4172 or send your CV to Hannah.Beatham@bruinfinancial.com

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