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Trainee Paraplanner

Trainee Paraplanner

Job Title: Trainee Paraplanner
Contract Type: Permanent
Location: Leicestershire, England
Industry:
Salary: £25,000
REF: 896969
Contact Name: Sophie Rice
Job Published: 7 days ago

Job Description

Our client, who provide financial planning services to private and high net worth individuals, is seeking an experienced Senior Administrator from Financial Services (IFA) background to train as a Paraplanner to join their growing team.

The successful candidate will support a team of advisers and provide technical research and analysis of existing products, policies and funds along with the composition of compliant suitability reports.

This will be a busy and varied position and a fantastic opportunity to work in a great environment with fun, hard-working people. Suitable candidates will have some Paraplanning experience or currently studying /working towards qualification.

Duties and responsibilities:

  • Accurately and efficiently support the advisers to enable the achievement of targets
  • Preparing information / comparisons for analysis
  • Review / analyse investment portfolio / asset allocation / risk profile
  • Prepare draft recommendation letters and compliant suitability reports with agreed recommendations
  • Liaise with the clients' legal and tax advisers
  • Ensure all compliance paperwork is complete and in order
  • Overseeing changes to and implementing chosen investment strategies
  • Establish strong client relationships

Skills and experience required:

  • Certificate of Financial Planning (or equivalent) and or working towards a diploma
  • Small amount of Paraplanning experience or currently studying /working towards a qualification
  • Good report writing skills
  • Excellent attention to detail and accuracy
  • In-depth understanding of compliance
  • Priortise and plan own workload

Salary and benefits:

  • £25,000
  • Structured bonus scheme
  • 20 days annual leave plus 8 bank holidays (increases annually)
  • Company Pension (2.5% / 2.5%)
  • Death in Service x 2