Trainee Paraplanner, Expat and Emigration Division

Trainee Paraplanner, Expat & Emigration Division
Permanent Full Time. 35 hours a week

Location: Head Office

Are you looking for your next opportunity and keen to join a forward thinking international expanding Company? If so, the Alexander Beard Group are currently recruiting for an Administrator within our Expatriate Services Division.

The Alexander Beard Group of Companies, established in 1987, are an international financial services organisation headquartered on the outskirts of Ellesmere Port, Cheshire with additional offices in Yorkshire and London. The Alexander Beard Group is separate operating Companies all carrying their own regulatory permissions namely: Financial Planning and Investment Management, Expatriate Services, International Employee Benefits and International Education.

Reporting into the Client Manager, the role of administrator will prepare files for new and existing clients. Involved with this will be to obtain quotations, prepare reports and complete product research and the inputting of risk profilers. Therefore attention to detail and accuracy is essential. Communication skills are paramount; namely verbal and written when dealing with day to day queries from Expat clients on the phone/via email and written communication when preparing for annual reviews. This is a permanent full time post working 35 hours a week, 9am-5pm.

Experience of working within a FCA environment, or equivalent is essential as is an understanding of regulatory and compliance standards.

Benefits of working for The Alexander Beard Group include:

  • Excellent staff retention

  • 22 days Annual Leave per year (plus Statutory Bank Holidays). This increases to 26 days after 4 years completed service.

  • A monetary loyalty bonus after 5, 10, 15 and 20 years’ service.

  • Death in Service Scheme *

  • Income Protection Scheme *

  • Work place Pension

  • Company sick benefits (after 1 years’ service)

  • A day off on your Birthday *

  • Positive approach to Learning and Development opportunities

  • Free car parking

  • EAP

  • Recruit a Friend Bonus Scheme

  • Departmental and Company Social Events

(* conditions apply)

If this is the next opportunity that you are looking for, please send your CV to along with a covering letter demonstrating why your feel you are the right candidate for the role.