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Trainee Paraplanner

4 months ago

Manchester, United Kingdom Recruitment Solutions (Folkestone) Ltd Full time €36,000

A unique and exceptional opportunity is now available for a FULLY REMOTE PARAPLANNER , to join a well-established Chartered Independent Financial Practice, with an excellent reputation
It is award-winning and is one of the largest financial planning firms in the area.
It is looking for a qualified and experienced Paraplanner to work on a fully remote basis, joining it's highly experienced Paraplanning team of 20 paraplanners.
Ideally at level 4 Diploma in Financial Planning or close to attaining. Dealing with clients and advisers in a compliant manner as detailed within the firm’s compliance manual and procedures whilst maintaining a commercial balance.
The ability to prioritise workloads under pressure while maintaining quality and accuracy. Always conform with the Financial Services and Markets Act 2000 and the relevant FCA rules and guidance
Always comply with the relevant compliance, TCF, T&C and financial crime (anti-money laundering, data security, anti-bribery, fraud, and corruption) procedures of the firm
Keep up to date with all relevant product, legislative and technical changes and to participate in relevant training offered.
Attain and maintain level of competence and standard of performance as required by the firm along with relevant CPD.
To take the more technical queries and more detailed cases that trainee paraplanners are not able to work on
To field calls from advisers relating to which products and funds are available in line with the firm’s investment process, and to help with calculations on complex cases where this is within personal capabilities.
To quality check own work and that of others, paying attention to detail, accuracy and record keeping (buddy checking)
To support, train and develop trainee Paraplanners where necessary.
To answer phones and deal with visitors when sales support is unable to do so.
Remote Home Based Paraplanner
20 days holiday plus bank holidays
Pension Contribution
Various incentives, bonus and days off
Remote Paraplanner