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Trainee Paraplanner

Location: BURGESS HILL, WEST SUSSEX Salary: 25000 - 30000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 6 months ago Reference: 3097832
We are working with an exceptional client based in Burgess Hill. We are have an exclusive role that is working with a head of business as Trainee Paraplanner.  This role is working on site and amongst a team but you will be dealing with one individual most of the time.  

For this role we need candidates to have at least a good understanding for Pensions, Investments and ideally protection or IHT.

If you have experience working in the IFA practice environment then that is ideal however not a deal breaker.  The role will be a technical role and you need to be able to demonstrate that you can balance technical with organisation skills and have the desire and ambitions to go through your qualifications to become DipFa qualified. This will of course be funded by the company. 
You will also be carrying daily administration duties like New business applications, valuations, booking in client reviews and working with various different providers. 

We need to be speaking to candidates that have a good Financial background, have exposure to Pension and Investments, be organised and confident in your approach. 

This is an exceptional company and role for the right person and I will be keen to review cv at

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