Trainee Pension Admin/paraplanner-brentwood

2 weeks ago


Brentwood, United Kingdom Coast Specialist Recruitment Full time

**An outstanding new role with a respected Financial Services organisation based in the Brentwood area for a bright trainee with confident telephone skills who is eager to develop a long term career.**

**Summary of Role**

**Trainee pension Admin/Paraplanner**

To provide high quality financial planning support to Financial Advisers as part of an administrative team, in accordance with FCA standards and Chartered Code of Ethics, representing the company in a professional manner with honesty and integrity at alltimes.

**Client Communication**
- To help clients with telephone enquiries.
- Assist in ensuring that all client files and company records are compliant in line with FCA regulations.
- To continually conduct oneself within the 6 core principles of the FCA’s TCF and CII’s Code of Ethics.

**Technical**

Keep up to date with legislation, taxation & trusts, regulation, technical, product and provider changes.

Researching portfolios and funds, keeping abreast of market movements, trends etc.

Be present and provide input at client meetings when required.

Assisting team members with technical support.

The role offers great scope for a long term career and support for further professional qualification. Available immediately.



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