AJW Recruitment - Marlborough Recruitment Agency
AJW Recruitment - Marlborough Recruitment Agency AJW Recruitment - Marlborough Recruitment Agency


Related Categories

Accountancy & Finance, Training
Title Graduate Trainee Paraplanner
Categories Accountancy & Finance, Training
Salary £18,000 PA – £22,000 PA
Location Marlborough
Job Information

Graduate Trainee Paraplanner required to join a small, well established company in the heart of Marlborough, Wiltshire.

The role of a Paraplanner is to provide support to the client’s advisers regarding client’s financial circumstances and aspirations.

Supported in your own right by an administration team, you will be a key element within the advisory process and will ensure that all the work is connected to provide the perfect solution for the client. You will conduct/research and produce reports that explain to the client what they have and what they would like to achieve.

You role will also include:

  • Utilising various software to help to determine the best solutions
  • Constantly building skills and knowledge
  • Working toward objectives on your training plan
  • Seeking to achieve your chartered institute of insurance diploma in regulated finanicial planning

To be considered for this role, you must:

  • Ideally have a first class degree
  • Great communication skills both written and verbally
  • An excellent standard of maths and English
  • Be eager to learn and develop

This is a full time permanent position and you must be able to make it to Marlborough. Office hours are 9am to 5.30pm.

Salary is up to 22K PA depending on experience.

Free car parking is available.

Immediate start for the successful Candidate.

Apply Now

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