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Trainee Paraplanner
3 months ago
SALARY: 30-35K depending on experience
The Client
An established and widely known Wealth Management firm running Discretionary Investment Portfolios.
The Role
The Trainee Paraplanner will work alongside experienced Paraplanners in actively supporting Wealth Planners in a succesful and highly reputable wealth management business. This role will offer the opportunity to sit Financial Planning exams.
The Trainee Paraplanner will undertake research, based on the information gathered by the Wealth Planner to enable the Wealth Planner to recommend a suitable solution to meet the client’s needs and objectives with a positive outcome.
The Trainee Paraplanner will undertake accurate calculations and cash-flow modelling and prepare suitability reports and letters for the Wealth Planners to provide their recommendation to clients.
The Trainee Paraplanner will ensure that drafted suitability reports and other communications are clear, fair, and not misleading.
The Trainee Paraplanner will draft and co-ordinate technical documents and research for client presentation.
The Trainee Paraplanner, when undertaking research or preparing suitability reports, will proactively identify areas of potential future advice.
The Trainee Paraplanner will support the wider team to work collaboratively with colleagues to deliver good client outcomes.
The Candidate
Experience in Financial Planning practices and disciplines (desirable). Wealth Planning internship or Financial Planning Administration
Educated to at least A Level/Higher standard (or equivalent).
Certificate in Financial Services or Certificate in Regulated Financial Services Operations (or equivalent) or previous experience of paraplanning (desirable)
Commitment to achieve RQF level 4 Diploma in Regulated Financial Planning (or equivalent).
Understand the Regulatory and Compliance requirements and processes relevant for your role and follow them and escalate areas of concern or issue in a timely manner.
