Trainee Paraplanner

The opportunity for a Trainee Paraplanner to join a well-established financial planning firm who provide a holistic service to HNW clients.

**Key Responsibilities**
- Providing support to the existing Paraplanners within the team
- Attending regular review meetings with clients and the advisers, and note taking
- Compiling Suitability Reports for clients based on the advisers recommendations
- Obtaining illustrations and product information from providers
- Handling new business submissions and maintaining compliant client records
- Undertaking product and fund research and identify suitable solutions to meet clients needs
- Liaising with clients, providers and introducers

**What's on offer?**
- Hybrid and flexible working
- full exam support - bonuses upon completion
- company pension

**What’s needed to be considered**
- Professional communication manner, both written and verbally
- Any Financial Services qualifications are beneficial, but not essential

**What’s next?**

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

**Synonyms**: Client Services Administrator, Sales Support, Junior Paraplanner, IFA Administrator, Client Support, Business Support, Report Writer, Para-planner, IF A Admin, Client Delivery
LI-JM1