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Trainee Paraplanner (Full Diploma Ideally)

Location: WENDOVER, BUCKINGHAMSHIRE Salary: 24000 - 30000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 26 days ago Reference: 3061177
My client is currently looking to recruit a Trainee Paraplanner - someone who would like to develop in Technical report writing and who already has achieved or is close to achieving the full Diploma within Wealth Planning.  This is a fabulous opportunity and the client rewards talented individuals and recognises their abilities and will encourage further development.  To be considered you must be working within HNW Administration and have a minimum of 3 years in this area and be looking to step into Parpalanning. 

The main duties will be as follows:-

- Supporting the Advisers and working closely with the existing paraplanner to get up to speed in writing suitabillity reports
- Using the bespoke wealth planning systems in updating client records
- Liaising with Insurance Companies to achieve the best possible client solutions on the Paraplanning side 

To be considered you must be able to demonstrate the following:-

- Currently working towards and close to achieving full Diploma in Wealth Planning
- Looking to do a Trainee Paraplanner role and currently working as a Senior Wealth Planning Administrator

In return for your exposure  my client will develop you into a Paraplanner role. 

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