Trainee Paraplanner

3 weeks ago

Coventry, United Kingdom Ortus PSR Full time

An opportunity has arisen to join the Wealth Management team as a Trainee Paraplanner with one of our Coventry-based clients. To work as part of the Wealth Management team providing an excellent service to their clients.This is an excellent opportunityfor an experienced Administrator looking to take the next step in their career or a Paraplanner looking for a more supportive work environment where they can thrive.

**Key duties**:

- Administration of both new and existing business, ensuring compliance and process procedures are followed
- Maintaining accuracy of client information and assisting with the on-going management of the client
- Interacting with clients in an efficient and professional manner
- Research and analysis
- Possible opportunity for involvement with investment analysis

**Requirements**:

- Previous experience as an IFA paraplanner or senior administrator
- Knowledge of FCA rules relating to the financial advice process.
- An interest in financial services particularly pensions and investments
- Computer literate with a practical grasp of technical issues and have the ability to deliver high-quality work to deadline
- Ideally level 4 qualified or working towards CII qualifications or educated to a minimum of A Level standard or past financial services experience with a commitment to work towards CII qualifications
- Knowledge of iO is preferred

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