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Junior Paraplanner

Permanent  for Search Consultancy in Birmingham

Trainee ParaplannerBirmingham£20,000 – £25,000 + fantastic benefitsA fantastic opportunity has arisen for a Trainee Paraplanner to join an established firm of Independent Financial Advisers, based centrally in Birmingham. This opportunity will suit an experienced Financial Planning Administrator seeking to take the next step in their career and receive training and support from experienced Financial Services professionals.The key duties and responsibilities associated with this role involve:* Processing new business from submission through to completion* Obtaining quotes, illustrations and producing client valuations* Conducting product research and preparation of recommendation reports* Preparing paperwork for client meetings* Developing client relationships and servicing existing clients* Ensuring adherence to team, company and compliance procedures* Continuously broadening your skills, business knowledge and technical expertise* Updating the back office system – 1st SoftwarePlease note a proven track record within an IFA practice is a must in order to be considered for this role. The ideal candidate will also have obtained or be working toward a full Certificate in Financial Planning. Attention to detail, quality focus, problem solving skills and committed approach to work are also important for the applicant to fit well within the existing team.In return, you will receive a competitive salary and benefits package, opportunity to broaden your experience and progress in the Financial Services sector while working for an award winning employer.If you meet the criteria above and you are interested in applying for this or similar opportunities, or indeed just require a confidential conversation about your next career move, please contact Antonia Mihaylova at Search Financial Services on 0121 275 0041 or forward your CV to antonia.mihaylova@search.co.uk.

Job added on 30-06-2014