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Our client is currently recruiting for several Trainee Paraplanners to join their National Paraplanning Team on a full-time, permanent basis. These roles are available as: Hybrid, Remote and Office based to suit the individual's needs.
THE ROLE:
Our Clients Paraplanners contribute to group-wide requirements by taking an active role in supporting primarily our consultants along with other teams when required. As a Paraplanner, you will work as part of a collective to assist the Directors and Senior Consultants in providing technical Wealth Management support for the delivery of key products and services to clients.
RESPONSIBILITIES:
The successful applicants will be expected to support clients with information gathering and planning, through to delivery on a case-by-case basis. You may also be required to be an additional point of contact for clients alongside the Client Relationship Managers.
Other responsibilities may include;
- Providing technical and investment advice support on all aspects of clients' requirements and wealth management planning
- Preparing, reviewing, and updating letters, proposals, and reports (with consultant direction) with attention given to the clients' risk management position
- Providing support in the delivery of the Group's products and services to clients, including cash management, tax products and any special projects
WHAT YOU NEED TO SUCCEED:
- Have or working towards a Diploma in Regulated Financial Planning or a Certificate in Paraplanning (equivalent qualification will also be accepted
- Sound technical knowledge of the spectrum of financial products and the relevance to client requirements including pensions, protection, wider personal wealth management
- Up-to-date knowledge of the regulations, legislation, policies, and procedures relevant to the role
- As this role is a certification function under the Senior Managers and Certification Regime (SMCR) the role holder will be required to undertake annual FIT assessments and must have their certification reissued annually
BENEFITS YOU GET IN RETURN
In addition to excellent career progression - with fantastic opportunities for promotion - training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities.
Your benefits package includes the following:
o Share Incentive Plan
o Group Pension
o Life Assurance
o Income Protection
o Health Cash Plan
CONTACT US TODAY FOR MORE INFORMATION
NJR REF: 15386
