- Attend client meetings alongside Wealth Strategists, create meeting minutes which accurately reflect the information gathered to fully document a client’s financial needs and objectives.
- Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings.
- Carry out research and analyse products and services that are appropriate to each client’s financial circumstances then discussing appropriate solutions with the Wealth Strategist.
- Prepare clear investment strategy, mandate, and recommendation reports, ensuring adherence with regulatory standards for review by the Wealth Strategist.
- Complete reviews of clients’ portfolios to support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities.
- Effectively use research and planning systems such as FEAnalytics, Cashcalc and wrap platforms such as Elevate, Transact & Abdrn Wrap
- Be responsible for ensuring that recommendations are fully implemented in a timely manner.
- Maintain up-to-date knowledge of the industry, compliance, and regulatory developments.
- Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the business.
Back to searchTrainee Paraplanner
INTEGRO PARTNERS LTD
Posted 9 days ago, valid for 6 days
Altrincham, Cheshire WA15 8RE, England
Full Time
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Sonic Summary
- The Trainee Paraplanner position is based in South Manchester and offers a salary of £30,000 depending on experience.
- Candidates should be prepared for an accelerated progression to a Paraplanner role and will receive Level 4 & 6 study support.
- The role involves providing technical information to Wealth Strategists, preparing client packs, and ensuring timely and accurate delivery of client meetings.
- Responsibilities include attending client meetings, maintaining client relationships, conducting research, and preparing investment strategy reports.
- Applicants should have a strong understanding of financial services and compliance, along with the ability to develop productive working relationships.
