0191 486 2684 hello@robinsonfinancial.co.uk

Robinson Financial Careers

Trainee/Graduate Paraplanner


Salary: £Competitive

Job Type: Permanent / Full Time

Do you have an affinity with numbers and a genuine interest in developing a career within Financial Services? If so, the following opportunity could be the one for you…

Our Client is a reputable, highly successful and award-winning national financial advisory firm.

They have built an enviable business with their clear focus on quality and by looking after both their clients and their employees.

Due to continued growth, an immediate requirement for a Trainee Paraplanner has arisen, to join the team in their Fleet office.

This is an outstanding opportunity for a talented and numerate individual.

Full training and mentoring will be provided, along with study support to achieve Diploma level initially, followed by the highly regarded Chartered status. The individual will then have the option to continue their career into Financial Planning or, remain in a paraplanning capacity if so desired.

This is a varied and ‘full model’ paraplanning role, which will challenge your technical knowledge and analytical abilities.

Responsibilities will include:

· Extensive research

· Cashflow modelling

· Participation in client meetings

· Post meeting follow-up and providing recommendations

· Liaison with Financial Planner and internal departments

· Qualifications

Individuals must have:

· Good aptitude with numbers

· Keenness to study and develop further

· A desire to contribute and be part of a successful team

· Enthusiasm and an excellent work ethic

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