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Trainee Paraplanner/ Financial Planning Administrator

3 months ago

Sheffield, United Kingdom Tempest Jones Full time

Financial Planning Administrator/ Trainee Paraplanner

A fantastic opportunity has arisen for a Financial Planning Administrator/ Trainee Paraplanner to join a reputable practice of financial planners who specialise in giving advice to high-net-worth clients and business owners.

You will join a dynamic team of support staff who work together to support a small team of busy holistic financial planners.

On offer will be a varied role within a fast-paced business, a competitive salary and a long-term career path into paraplanning, advising and beyond, for the right candidate. Full study support will be provided.

The role

The successful candidate will provide 360’ support to financial planners which operate a truly holistic approach. You will assist the advisers in assessing clients’ needs in the short and long term, assess their attitude to risk and help them to create a suitable financial plan for the future.

Core tasks will involve:

  • Assessing fact find documentation, assimilating information to allow a plan to be put together in line with key facts and attitude to risk
  • Conducting fund and product provider research
  • Creating suitability reports using Intelligent Office
  • Obtaining illustrations, valuations and creating comparison reports
  • Processing business keeping advisers and clients up to date along the way
  • Acting as a technical referral point and mentor for less experienced team members and administrators when needed.

This is an office-based role.

Requirements

Individuals with knowledge of Intelligent Office (IO) back-office system will be at a distinct advantage.

Ideally candidates will be working towards level 4 Diploma with exceptional work ethic and enthusiasm. Good organisational skills and diligence are also required for this role.

In return a competitive salary will be on offer along with study support to chartered and beyond, there will also be longer term development and succession opportunities along with the chance to work in an energetic and friendly supportive team. Please note: the top end quoted is for a highly experienced candidate.

To find out more, or to apply, please send your cv to jenny @ tempestjones . com