Trainee Paraplanner
2 weeks ago
Our North London, Financial Planning client is an award winning practice who have recently gone through expansion with a new investor.
Their future is secure, as they continue to offer best advice in all areas of investment, pension, protection and estateplanning to both corporate and individual clients.
As a business they are passionate about client service and enjoy regular client communication ensuring financial planning remains a priority.
This is a large, progressive Financial Planning business who already have talented, professional individuals who enjoy a collaborate and rewarding working culture.
This role is an opportunity to continue to learn with the view that progression will be offered along the way.
Duties and Responsibilities:
- Obtaining relevant literature to accompany client reports
- Dealing with client administration
- Preparation of packs for meetings with clients including investment valuations
- Preparation of reports to clients on financial planning matters
- Excel/Word
- Financial Express Analytics
- Intelligent Office client management system
- Wrap investment deals & client processing
Attend client meetings with financial planners and contribute to such meetings
Undertake research as required on specific projects.
Technical Knowledge and Qualifications
- Computer literate
- Good keyboard and data entry skills
- Excellent communication skills
- Highly organised with good attention to detail
- Selfmotivated and willing to work within a team and alone
- A natural interest in finance
- High level of accuracy
- Able to work under pressure with strict deadlines
Please note:
Progression is available to Paraplanner, Senior Paraplanner and even to Adviser if you so wish. Of course, support for industry exams will be fully supported.
WFH/Hybrid is also available with this opportunity.
This role will undoubtedly suit an individual who has Financial Services background but looking to take the next step up in their career.
Recruit Wealth has supported this business for many years, we hold them in high regard with their staff retention and reputation.
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