$35,020 - $43,775 yearly
CV Library
EX31, Barnstaple, Devon
Trainee Paraplanner/ Junior Paraplanner/ Report Writer/ Paraplanner/ IFA Administrator/ Senior IFA Administrator
Location: Birmingham
Salary: Up to £32,000 Dependant on Experience
Duration: Permenent, Full Time, Hybrid
We are working with an established National IFA who are looking to bring on a remote Trainee Paraplanner to conduct report writing, research and administration support.
As a Trainee Paraplanner your key responsibilities will include:
* To log and manage paraplanning requests from advisers.
* To provide paraplanning support predominantly for basic new business such as individual protection, ISA and GIA investment contributions and replacement business and pension contributions, progressing over time to include more complex new business such as pension drawdown, investment bonds and esoteric investments.
* To assist Pension Switch Team as needed.
* To ensure the adviser has sufficient know your client information recorded within the back-office...