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Contact Information:
Juice Recruitment
123 The Promenade
Cheltenham
Glos
GL50 1NW
Tel: 01242 210410
Email: hannah@juicerecruitment.com
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This job has now expired. Please do not apply for this position.
Trainee Parplanner - HP124
Cheltenham
Juice Recruitment is delighted to be supporting a leading financial client based in the Staverton area in their search for a Junior Paraplanner to join their friendly team
DAY TO DAY:
- Prepare recommendations and write financial reports
- Creating monthly valuations
- Speaking with a number of clients
- Building relationships with a number of product providers
- Drafting tender documents
- Conduct research, analyse and presenting results
- Ensuring administration and compliance is fully up to date
- Research investments
WE WOULD LOVE TO SEE:
- You have at least two years’ Financial Services experience or a graduate with a previous finance/maths degree
- You are Cert PFS qualified (desirable)
- You are accurate, with a methodical approach and a keen eye for detail.
- You have excellent compliance knowledge.
- You are enthusiastic, with a positive attitude and use your initiative.
- You are willing to take on extra responsibility and tasks
Monday – Friday
Salary £ 23,000-£28,000 per annum depending on experience
If you are looking to work for a professional and established company and grow your career we would love to hear from you!
Salary: £23,000-£28,000 per annum
Hours Per Week: 37.50 hours
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