Trainee Paraplanner

  • Apprenticeship Reference: 1312350374-2
  • Date Posted: 3 May 2024
  • Apprentice Employer: Medlock Partners Ltd
  • Location: Brighouse, Yorkshire
  • Apprentice Pay: On Application
  • Apprenticeship Sector: Accounting, Accountancy
  • Apprenticeship Type: Permanent
  • Work Hours: Full Time

About this Apprenticeship

Trainee Paraplanner
West Yorkshire
Salary up to £35,000 (Experience dependant)

Exam support and Funding
23 days annual leave, which increases by a day after Year 1, up to 28 days after 2 years of service.

Our client is a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients.

As a result of ongoing growth and recent promotions an excellent opportunity has become available for an aspiring Paraplanner to join their organisation. The successful candidate will be working closely with a team of Paraplanners and Financial Planners to present bespoke suitability reports.
Duties:
  • Undertaking analysis and proposing solutions for individual clients.
  • Compilation of research material for individual clients.
  • Obtain illustrations/quotes for all new business, together with supporting literature.
  • Liaison with clients, providers, and consultants to obtain required information.
  • Problem solving on complex cases.
  • Report writing, ensuring that all compliance matters are covered in the suitability report as per Paradigm/FCA guidelines.
  • Handling on-going servicing queries on behalf of the advisers.
  • Establishing and maintaining files and records and ensuring outstanding data requirements are followed up.
  • Working alongside our advisers.
  • Telephone answering as and when required.
  • To meet and greet customers and insurance representatives as and when required.
To be considered you will need to have industry related experience and will ideally be working towards industry related exams, OR be passionate about obtaining the Level 4 Diploma.
Please do not hesitate to apply or to get in contact should you have any questions in relation to This Vacancy.

Medlock Partners are a professional services recruitment specialist operating across the Northwest of England. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities. Please note our advertisements use years experience and salary levels purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. If you do not hear from us within 48 hours, please assume that your application has been unsuccessful on this occasion