Trainee ParaplannerLiverpool£18,000 – £22,000
My client, leading and very well-respected IFA practice based in the Liverpool City Centre area, are hoping to appoint an additional Adviser Support Administrator to the Financial Planning team in place due to growth. Providing excellent career progression opportunities as well as full support for those keen to pursue the industry qualification, this is a truly exceptional opportunity to progress into a technical Paraplanner role and receive training and support from established industry professionals.The successful candidate will be responsible for:* Processing new business from submission through to completion
* Producing client valuations* Preparing review packs* Obtaining illustrations and quotations* Liaising effectively with clients, providers and IFAs* Conducting product research and preparation of recommendation reports* Adhering to compliance proceduresPlease note that experience in a similar role within an IFA practice is crucial for applicants to be considered for this role. Strongly advantageous requirements are the Certificate in Financial Planning and 1st Software experience.If you are interested in applying for this position or similar roles, or indeed just require a confidential conversation about your next career move, please contact Antonia Mihaylova at Search Financial Services on 0161 835 8318 or forward your CV to firstname.lastname@example.org.