Trainee Paraplanner

3 weeks ago

Knutsford, United Kingdom Page Personnel Finance Full time

A chance to work for an exciting financial services firm in Knutsford as a Trainee Paraplanner.

Client Details

A forward-thinking business that has won numerous awards, you will be joining an experienced and growing team where you will be supported with training, development and support for qualifications. The firm has a key focus on sustainability, diversity and inclusion, and is a great environment to work in.

Description

As a Trainee Paraplanner, you will be supporting the Senior Paraplanners with administration support to service clients needs around financial advice, and ensuring that this service is a top class standard. The main duties will be:

  • Servicing existing business, platform based work, illustrations and regular contact directly with clients & wrap/platform providers
  • Analysing information and conducting basic research to produce siutability reports
  • Receiving and acting on instructions from advisers and paraplanner following client meetings
  • Maintaining accurate records using back office systems
  • Submitting plans to third party provider companies
  • Providing records to support research undertaken
  • Obtaining illustrations and product information from providers
  • Liaising with clients and product providers on outstanding documents and queries
  • Ensuring all client files are compliant on an ongoing basis

Profile

For this role, we are looking for someone who has:

  • Worked in a similar role with experience of paraplanning or administrative support for financial planners or front office
  • Studying towards or willing to study towards professional exams
  • Excellent communication skills with confidence to speak to various stakeholders and enjoys client interaction
  • Prides themselves on their customer service skills
  • Has a strong attention to detail and able to work with a high level of accuracy
  • Strong analytical skills and able to solves problems effectively
  • Confidence with systems and IT, and worked with wraps/platforms previously

Job Offer

As Trainee Paraplanner, you will get:

  • Up to £30,000 salary
  • 25 days holiday as well as option to buy/sell
  • Company pension scheme
  • Private healthcare
  • Support for professional development
  • Flexible working hours
  • On site parking
  • 5 days office based

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