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Our Client provides a unique and modern approach to Financial Planning for HNW individuals and the Employee Benefits market. Having been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, our Client is commitment to providing high levels of professionalism to clients and employees alike.
An exciting opportunity is now available for an ambitious Trainee Paraplanner to form part of their team. The successful Candidate will be responsible for servicing existing business, platform-based work, illustrations and regular contact directly with clients and wrap/platform providers. Candidates will also be supporting the Senior Paraplanners with analysing information and conduct basic research to produce suitability reports. This must be done in such a way to ensure that the firm’s client and service propositions are delivered in an efficient and robust way, whilst maintaining high levels of risk management, operational effectiveness.
What to expect:
- 25 days holiday
- 4 x Death in Service Benefit
- Employer Pensions Contributions
- Flexible working
- Financial support to encourage study for further advancement within the business
Responsiblities:
- Responsible for providing support to the Senior Paraplanners within the team.
- Receiving and acting on instructions from advisers and paraplanners following client meetings.
- Maintaining actuate records using our internal back office system.
- Creating and producing suitability letters and reports.
- Analysing data and using research tools to provide solutions to meet client needs and objectives.
- Providing records to support research undertaken.
- Obtaining illustrations and product information from providers
- Liaising with clients and product providers on outstanding documents and queries.
- Ensuring all client files are compliant on an ongoing basis.
Skills and Experienced required:
- At least 2 years’ experience working for a financial planning organisation, preferably in a paraplanning led role.
- Experience of using computer based management systems including Wrap/Platforms.
- Computer literate, conscientious and have a good attention to detail.
- Clear understanding of the financial planning process.
- Excellent communication skills, both written and verbal
- Able to work within defined business processes.
- Ability to achieve agreed outcomes without supervision.
- Prioritise own work load, and the work load of the Paraplanning team.
- Ability to multi task and prioritise effectively and assist in ad-hoc projects when required.
- A good working knowledge of protection, pensions and investment products.
- Proficient in using MS Excel, Outlook, Word and Intelligent office.
Our client is looking for someone with a can do attitude, who has the eagerness and drive to succeed in a face paced environment, as well as having the ability to build strong relationships and displaying professionalism at all times. If you feel like this is the role for you then please apply online or further information please contact one of our specialist consultants quoting reference NJR 15232
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