Trainee Paraplanner

2 weeks ago

Brierley Hill, United Kingdom Medlock Partners Full time

IFA Administrator/ Trainee Paraplanner

Stourbridge

Salary up to £34,000

Xmas office shutdown, no annual leave required + your birthday of

X4 DIS

8% Fully funded Pension

Early finish on Friday’s

Hybrid working after probation

Exam 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.

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