Trainee Paraplanner

Cameron James
25000.00 - 33000.00 GBP Annual
01 Apr 2019
26 Apr 2019
Job Type
Contract Type

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.