Permanent
Administrator
Swindon
Up to £23,000 pa

Trainee Paraplanner

Ref: 3372| Posted: 5th Mar 20182018-03-05

This vacancy is now closed

Do you have experience of working within a Financial Services organisation?

We’re looking for someone to support our clients Paraplanners and Financial Planners when informing and advising customers on financial strategies, plans, and products

You need to work collaboratively with each team within the business to ensure a great client experience and ongoing relationship is achieved.

Role

  • Your principal duties will involve the daily administration tasks of an IFA team
  • Undertaking research and report writing for clients.
  • You will also undertake the gathering of relevant information and analysis to assist the IFAs with the regular reviews conducted with our client base.

What We’re Offering

  • £19-23k per annum based on experience and qualifications
  • Autonomy to do what you do best.
  • Employer contributory pension scheme
  • Get out of bed every day and work with great people

C&D is acting as an employment agency for this role.