Trainee Paraplanner

  • Apprenticeship Reference: 663879264-2
  • Date Posted: 21 July 2022
  • Apprentice Employer: Heat Recruitment
  • Location: Reading, Berkshire
  • Remote Working: Some remote working possible
  • Apprentice Pay: £28,000 to £32,000
  • Apprenticeship Sector: Banking and Financial
  • Apprenticeship Type: Permanent

About this Apprenticeship

This is an exciting opportunity for a trainee paraplanner, to join a growing and successful independent Financial Financial Services firm, based near Reading (not central, so there is onsite free parking). Our client focuses on providing a high-quality holistic financial planning service to its valued clients, which has developed a great reputation over the years. You will start on a competitive salary (£28,000 - £32,000) alongside great benefits: 25 days holiday plus bank holidays, Pension, PM - Vitality, support to sit exams if you would like to, Office/Home working and working in a sociable team. They have a high retention rate as staff are treated well and valued (not just a number - they have regular meetings where thoughts and ideas can be discussed). What s needed to be considered?

  • Previous experience within an IFA or Financial Planning Practice is essential
  • Experience in using Intelligent Office (IO) is advantageous but training will be provided if not
  • A strong knowledge of financial products - Pensions and Investments

What's next?Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.Synonyms: Paraplanner, Associate Planner, Adviser Support, Client Services Administrator, Sales Support, Financial Adviser Assistant, Technical Sales Support, Technical Planner