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Trainee Paraplanner

4 months ago

Newbury, United Kingdom Optima Recruitment Full time
Trainee Paraplanner
A fantastic opportunity has arisen with a well-established IFA practice for an ambitious individual looking to pursue career either as a Paraplanner or IFA in the future
Job Description:
* Working alongside current paraplanner who is now a qualified IFA ready to take on advising clients
* Research, recommendations, fact finds, report writing
* Assisting the IFA with preparation for meetings
* Spending time with the IFA Support Administration team, processing new and existing business, supporting the IFAs, liaising with providers
* Ensuring all work is carried out adhering to FCA legislation
* Compliance administration
* Liaising with clients
* Ensuring all information is recorded correctly
* Using Intelligent Office back-office system
* Involved with HNW clients; dealing with pensions and investments as well as protection cases
* Working towards the Level 4 Diploma in financial planning
Person Specification:
* Ideally somebody with 2-3 years’ experience of working in an IFA support role and looking for career progression
* Graduates that can demonstrate a desire for a career within wealth management will be considered
* Organised, efficient, professional, team player
* Strong communication, client relationship skills
* Somebody that works to a high standard, ensuring clients receive an exceptional service
* Numerate, ambitious, happy to work towards the level 4 Diploma in financial planning
Additional Information:
* Newbury based, 2 days working from home
* Salary depending on experience, likely to be £28-35k
* 9-6pm Monday to Friday
* Full support to acquire Level 4 Diploma in Financial Planning (including materials, study leave, exam costs)
Refer a friend and earn £100 If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice
Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
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Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer