Trainee Paraplanner

  • Apprenticeship Reference: 662785879-2
  • Date Posted: 20 July 2022
  • Apprentice Employer: Reward Recruitment
  • Location: York, Yorkshire
  • Apprentice Pay: £25,000 to £30,000
  • Apprenticeship Sector: Banking and Financial
  • Apprenticeship Type: Permanent

About this Apprenticeship

Position: Trainee Paraplanner

Location: York

salary: c. £25,000 - £30,000

Duties:

  • Work closely with the current Paraplanner, providing full support to the Director and Financial Advisor
  • Obtain illustrations
  • Conduct in depth research into Investments and Pensions
  • Compile relevant suitability reports and letters
  • Provide additional and general office support as and when required, including the submission of new business and investment trades on behalf of clients, within required deadlines using various investment platforms and life companies.
  • Maintaining accurate records of these trades to ensure valuation reconciliation.

For further details please send your CV to Stuart at Reward Recruitment Limited or contact him on 0 7 7 4 7 7 8 2 9 3 4 (weekdays, evenings, weekends)