Trainee/ Graduate Paraplanner

2 weeks ago

Tyne and Wear, United Kingdom Tempest Jones Full time

Trainee Paraplanner

Full training and study support to obtain Diploma in Regulated Financial Planning provided, plus opportunity to move into a Financial Adviser role later down the line if this is of interest.

A fantastic opportunity has arisen for a Trainee or Experienced Paraplanner to join a thriving firm of chartered financial planners who specialise in giving advice on a wide range of financial planning areas such as retirement planning, estate planning, protection both individual and corporate and investments.

You will join a dynamic team who work together to support a large 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.

Full and thorough training will be provided so no previous experience in paraplanning is required.

The role

The successful candidate will provide technical support to financial planners by way of fund and provider research and suitability report creation. 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, attitude to risk questionnaire and advisor proposals, assimilating information to allow a robust financial plan to be put into place.
  • Conducting fund and product provider research, analysing data and making comparisons in relation to investments, pensions and protection.
  • Creating suitability reports justifying each piece of advice in great detail but in terms that are understandable and clear to the client.

This role will be fully office based.

Requirements

This role would suit a financial planning administrator looking to launch their career into a more technical field or a graduate with a degree in a financial related field, with some work experience.

Candidates will have exceptional work ethic, enthusiasm and good organisational skills. You will also need an ability to communicate effectively and build rapport.

In return a competitive salary will be on offer along with study support to Diploma, 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.

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

NB: The top end of the salary banding would be for highly experienced and qualified candidates.

IFA Administrator, Paraplanner, financial services administrator, wealth administrator, suitability report

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