Trainee Paraplanner

Location

Exeter, Devon | United Kingdom

Job description

Job Title: Trainee Paraplanner

Industry: Financial Services

Location:  Exeter

Salary: £21,000 – £28,000

Job Reference: 7178

Job Description:

Recruit UK is working on an excellent opportunity for a Trainee Paraplanner in Exeter to join a leading Independent Financial Planning firm.

This company is continuously growing and prides itself on great working culture. They are motivated by their employee’s success and provide their staff with endless opportunities to progress within the firm. This is an opportunity for someone looking for a route into becoming a Paraplanner, with a keen interest in the financial advice sector. Get in touch if this sounds like you!

Duties will include but not be limited to:

• Collate client details
• Preparing files for financial advisors and clients
• Researching products
• Liaising with lenders and providers
• Assist with report writing
• Administration support when required

Benefits:

• 25 days holiday + Bank Holidays
• Performance-based bonus scheme
• Full office set-up provided for Hybrid working
• Hybrid working after the training period
• Pension scheme
• 4 x death in salary
• Cycle to work scheme

Skills and experience required:

• Financial services experience (preferred)
• Interest in financial services
• Desire to progress to paraplanning
• Self-motivated & adaptable
• Organized, proactive, and observant

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Advice firm based in Exeter on a Trainee Paraplanner role.

Our commitment to you:

• Recruit UK embraces equality, diversity, and inclusion and will seek to promote its benefits in all of its business activities. 
• Start every journey with a conversation to find out about you in-depth.
• Provide honest feedback on where you fit in the job market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

Job tags

Salary

£21k - £28k per annum