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Trainee Paraplanner

2 months ago

Cranbrook, United Kingdom Artemis Recruitment Consultants Ltd Full time

Our client is looking for a Trainee Paraplanner to join their team based in Cranbrook, Kent. You will pay a supportive role to the Financial Advisors and Paraplanners, and help deliver an exceptional service to their clients. This role also offers progression to train to become a qualified paraplanner.

Responsibilities:

· Assist the paraplanning team with various administrative tasks, including but not limited to data entry, file management, and document preparation.

· Work closely with financial advisers, paraplanners, and other team members to provide seamless support and deliver outstanding client service.

· Identify opportunities for process improvement and contribute ideas to enhance the efficiency and effectiveness of the paraplanning department.

· Maintain client records, ensuring confidentiality and accuracy of information in accordance with data protection policies.

· Collaborate with financial product providers, platforms, and custodians to request and obtain required information and documentation.

· Conducting research, analysing data to support the financial advisers and paraplanners in ongoing advice.

· Documenting ongoing advice and preparing accurate and comprehensive reports, based on the information provided by paraplanners and financial advisers.

· Ensure all documentation and processes adhere to regulatory standards and internal compliance guidelines.