Trainee Paraplanner

Marshall Moore
11 Oct 2016
20 Oct 2016
Contract Type
A unique and exciting opportunity has become available on the Liverpool market, for a bright, professional and confident candidate to join a leading financial services company as a Trainee Paraplanner . In order to fill this role, my client requires a candidate of graduate calibre, with a genuine interest in forging a career within the financial services industry. Candidates with a proven background from the investment / financial services industry will also be considered for this role. Alongside a competitive salary, my client can offer clear cut paths of progression and an excellent benefits package, including study support towards industry relevant exams. The Trainee Paraplanner will be responsible for: Provide support in the analysis and reviewing of transferring pension schemes, income drawdown and phased retirement plans Prepare client investment and pension planning reports, completion and reallocation letters Assist in ensuring all client information and facts are up to date for analysis review to be undertaken Develop and maintain technical and industry knowledge and as appropriate, continual professional development (CPD) Undertake pensions administration, including pension transfers, drawdown and annuity broking Liaise with Advisers and keep up to date of progress and any outstanding requirements Essential Requirements are: You must have a genuine interest in forging a career within the financial services industry as a Paraplanner / Financial Advisor Candidates of graduate calibre or with proven financial services experience will be considered Confident and professional communication skills when liaising with high net worth clients Highly organised and able to use initiative when working alone or as a member of a team Proven skills in accuracy and attention to detail, particularly when processing high volumes of financial data If you are looking to kick start a career within the financial services industry as a Paraplanner / Financial Advisor, then this is the role for you With extensive growth plans throughout the company, this is a fantastic opportunity to develop a successful career as a Trainee Paraplanner . In return for your hard work and commitment, my client can offer a highly competitive salary and study support towards industry relevant examinations, plus many more benefits If you meet the above criteria for the Trainee Paraplanner , then please apply now using the link below. The above vacancy is only one of many thatwe are handling. Marshall Moore specialises in recruiting for all types of administration vacancies within financial services, including: · ISA Administrator · Settlements Administrator · UK and Foreign Payments Administrator · Transfers Administrator · Reconciliations Administrator · Dividends Administrator · Corporate Actions Administrator · Pensions Administrator · Unit Trust Transfers Marshall Moore is a leading specialist accountancy and finance recruitment consultancy. If you would like a confidential discussion about your requirements, please don’t hesitate to call Marshall Moore at our Liverpool office. Alternatively submit your CV for immediate consideration and you will be contacted by one of our specialist consultants. This job was originally posted as