Graduate Trainee Paraplanner

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  • Salary: Negotiable
  • Employer Name




    Salary perAnnum
    Job TypePermanent
    Website Link - Apply Here

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    State/ProvinceCity and County of the City of London
    AddressEC2N, Bishopsgate, Greater London

Wow! What a fabulous opportunity for a Graduate looking to kick-start their financial career!

We are recruiting for a City based financial organisation who are looking for a bright, motivated and committed graduate to join their team as a Trainee Paraplanner.

Supporting two Paraplanners, you will assist in the day to day duties.

After three months, you will be able to either further develop the support role or train to be a Paraplanner and then on further to become an IFA. The client is offering to fund the training should you wish to progress to an IFA in the future.

The ideal candidate will be eager to start their financial career and our client is offering the perfect opportunity.

To be considered for this great finance graduate opportunity, you will need to possess:

* Bachelor’s degree in a finance related subject (or equivalent)

* Desire, motivation and commitment to develop your career

* Willingness to learn and progress

* PC literate

* Confident communication skills

* Fluent English (spoken and written)

* Flexible, hardworking nature

* Professional attitude

Duties you will undertake in this Trainee Paraplanner role will include:

* Obtaining quotes for financial products

* Chasing providers

* Updating clients

* Meeting and greeting clients and providing refreshments for client meetings

* Producing documentation

* Undertaking training on analysing funds
Plus more!

What’s on offer?

Our client is offering a starting salary of £18k – £20k, plus 20 days annual leave and standard hours of 9.30am – 5.30pm.

This is an entry level role which offers the opportunity for learning and development and future progression within the company.

This is an opportunity not to be missed!

If you’re looking for a financial trainee role and have the skills we’re looking for, then don’t delay – submit your CV NOW, quoting ‘AE- Graduate Opportunity