Trainee Paraplanner

Medlock Partners Limited

Posted 16 days ago, valid for 9 days

Brierley Hill, West Midlands DY5 1JF

£20,000 - £24,000 per annum

Full Time

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IFA Administrator/ Trainee ParaplannerStourbridge Salary up to £34,000Xmas office shutdown, no annual leave required + your birthday ofX4 DIS8% Fully funded PensionEarly finish on Friday’sHybrid working after probationExam funding Our Client are a highly successful and forever growing Firm of Independent Financial Planners who are currently going through a period of growth as a result of there ongoing success. The role will involve providing Administrative and Junior Paraplanning duties which will lead to ongoing development should that be something you are seeking. The successful candidate will be responsible for providing support to 2/3 top performing Financial Planners, our client offers a family oriented and vibrant working environment. Duties/ Responsibilities

Processing new business
Client Illustrations and Valuations
LOA’S
Preparing Suitability reports
Suitability Report preparation
Production of quotes and relevant application paperwork via various external provider platforms
IRESS Quotes and Protection Case Preparation
Defaqto Research
Selecta Pension Research
Compiling cases for processing by ensuring all the required paperwork included is signed, this will include:
Suitability Report
Fact Find
Quotes
Application form
Other related paperwork
Processing reports and associated paperwork for:
BED/ISA
Top Up
Fund switches
Use of the back office systems by way of accurate record keeping, client file updating, and scanning allocation to relevant client file

You will need to have industry related experience to be considered and ideally be Level 4 Diploma qualified OR working towards. Medlock Partners are a professional services recruitment specialist operating across the Northwest of England. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities. Please note our advertisements use years’ experience and salary levels purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. If you do not hear from us within 48 hours, please assume that your application has been unsuccessful on this occasion.