Trainee/Graduate Paraplanner

Job description

Ideal graduate position with world-class prospects

deVere United Kingdom seeks to employ an experienced Trainee/Graduate Paraplanner with ambitions to become a qualified Paraplanner, supporting our rapidly growing UK operations, which are lead from our base in the City of London.

Who we are.

deVere United Kingdom is part of deVere Group, one of the world’s largest independent financial advisory organisations with over $10 billion under advice and over 80,000 clients in more than 100 countries.

Who you are.

You’ll have previous experience in a similar role to a Trainee/Graduate Paraplanner along with the desire to train and become a member of our paraplanning team. You’ll certainly have a can-do attitude, be highly motivated and have the ability to communicate with our advisors and their clients.

Your job role.

You will produce sustainability reports, research into investment portfolio funds, handle client requests and provide case management liaison pre and post advice. Additionally, you will be in charge of diary management, statistical analysis, client annual valuation preparation and client database maintenance.

The rewards.

Working for a whole-of-market Independent Financial Advisor you’ll receive a highly competitive salary with benefits, a clearly defined career path and full training and support that will lead to industry recognised qualifications.

Is this role for you?

This is a stimulating, challenging role with truly world-class career prospects.