Working in partnership with a Financial Advisers in Sratford-Upon-Avon I am currently recruiting for a Trainee Paraplanner to join their hardworking team.
As a Trainee Paraplanner you will work alongside the Financial Advisers, provide them with dedicated technical assistance and be a key part of the advice process.
Duties will include but will not be limited to;
Undertake detailed research of existing client policies and collate information for analysis Prepare client files for meetings with relevant documentation required to complete new business, including application forms, illustrations and fund research
Ensure all regulatory and compliance standards are met
Prepare full recommendation/suitability reports across all aspects of financial planning
Manage work-in-progress and pro-actively move cases along to completion
Keep day-to-day tasks up to date on Outlook ? Attend client meetings when required
The successful Paraplanner must have worked within a Financial Advisers doing a similar role and must have or be working towards the Level 4 Diploma in Financial Advice.
In addition this business is has the capacity to train and develop a Technical IFA Administrator who has experience using research tools and writing general/basic suitability reports, and is ready for the next step in their career.
In return you will receive a competitive salary of up to GBP33,000
For further information please call or search Cameron James Professional Recruitment, visit our website and Rebecca Hunt.