Graduate Trainee Paraplanner

Derek Mills Wealth Consultancy
11 Mar 2018
17 Mar 2018
Contract Type
Full Time

An excellent opportunity for a graduate with a finance related degree to join a Wealth Management Practice, to work as part of a growing team. We are looking for a proactive, motivated individual to join the Practice and to learn and develop their role.

Key Requirements:

A recent degree in Finance and Banking would be beneficial. R01 or equivalent is a distinct advantage. Proactive, confident, enthusiastic, good communication and social skills, self-motivated and able to work without supervision. Must be computer literate (Microsoft Office) and knowledge of the financial services industry preferred.

The ideal candidate will possess the following skills:

• Excellent IT skills (Inc. Word, Outlook and Excel)
• Experience in pensions and investments would be preferred
• Accurate typing/Data Entry
• Good eye for and a sensitivity to detail
• Numeracy
• Professional telephone manner
• Excellent English both oral and written
• Good organisational skills & ability to multi-task
• Ability to collate data and prepare reports


·Answer incoming calls, responding to client and provider queries as appropriate.

·Manage personal inbox, answering client external and internal mails where appropriate, in line with requirements.

·Prepare documentation for initial meetings with prospective clients.

·Ensure all information is entered onto the practice system maintaining up-to-date records of client’s personal details, plans, contact history and task history.

·Obtain valuations and information on clients’ existing policies and investments.

·Prepare calculations as required to assess the client’s investment management needs, Inheritance Tax liability and life insurance needs.

·Prepare proposals for the solution that the Partner has selected for the client, including approved product illustrations and literature.

·Administer the submission of applications to internal system and product providers and monitor relevant systems to ensure accuracy and/or acceptance.

·Produce Client Suitability Reports for personalising and sign off by the Practice Principal/Adviser.

·Review and administer business pipeline to ensure relevant actions are taken.

·Produce client facing material in preparation for ongoing service meetings in line with Practice standards and client type.

·Manage ad hoc client administration including elements such as withdrawals, changes of address, requests for documentation etc.

·Manage internal procedures, ensuring that these are documented and consistently maintained.

·Provide ad hoc research and administrative support to the Partner, as and when required.

·Assist in the management of client relationships which may include attending client meetings to debrief.

Additional Responsibilities:

·Manage proactive client communications ensuring the Partner delivers service requirements in line with the Practice client proposition.

·Deliver projects to meet defined business objectives.

·Compliance - understand and adhere to the organisation’s systems and regulatory requirements and where appropriate, comply with all relevant regulatory policies. This includes completion of any mandatory training requirements.

·Escalation of queries to Provider relationship Managers for resolution.

·Recognise opportunities that will benefit existing clients and bring to the attention of the Principal Partner.

This list is not exhaustive but gives a general overview of what the role will entail.

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