Trainee Paraplanner

1 week ago

Sheffield, United Kingdom NJR Recruitment Full time

Trainee Paraplanner
Sheffield
£18,000 - £20,000, inc. additional benefits

We are currently working with a regional Independent Financial Advisory Firm, who is seeking a Trainee Paraplanner to join their team based in Sheffield.

This is a truly fantastic opportunity that would suit someone wanting to join and further their career with a leading Financial Planning practice. With full study support and a personalised development plan, this company would benefit someone looking for along term role in a well respected national firm.

**Responsibilities**:

- Keep up-to-date with new product, technical or legislative changes within the marketplace.
- Complete pre-report file assessments
- Check all paperwork / information is available to ensure that the client file meets company and the FCA's rules and requirements
- Ensure all compliance paperwork is in order
- Discuss the client's needs and objectives with the relevant adviser.
- Prepare recommendation reports in accordance with the agreed recommendations
- Prepare information for analysis by the adviser.
- Ensure all templates are regularly updated in line with legislative and/or product changes
- To create any new recommendation report templates required
- Production of Pension Reports/switch analysis
- Production of Cash Flow Forecast Reports
- Undertake research to identify suitable solutions to meet the client's needs and objectives
- Responsible for Platform/Provider and Fund Due Diligence
- Providing report production training to Admin/colleagues
- Providing training to new staff when required, this could be at another office location
- Providing updates to Advisers at quarterly Adviser meetings when required, this could be at another office location

For more information please contact one of our specialist consultants and quote job reference NJR: 12946

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