Trainee Paraplanner

  • Apprenticeship Reference: 663291363-2
  • Date Posted: 21 July 2022
  • Apprentice Employer: Ortus Psr
  • Location: Chelmsford, Essex
  • Apprentice Pay: £29,000 to £30,000
  • Apprenticeship Sector: Banking and Financial, Project Management
  • Apprenticeship Type: Permanent

About this Apprenticeship

Trainee Paraplanner

Location: Chelmsford

Salary: £29,000 - £30,000

The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status.

Responsibilities:

  • Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews
  • Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner
  • Liaise with providers and other 3rd parties, to obtain any information that may be needed

Skills:

In order to be considered for this unique opportunity, candidates need to have -

  • Previous experience within a Financial Planning role
  • Professional communication manner, both written and verbally
  • Any Financial Services qualifications are desired