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Financial Planning Trainee
2 months ago
A leading boutique firm of financial planners is seeking an experienced financial planning administrator/paraplanner to join their team as an account executive/trainee financial adviser.
Key Responsibilities:
- Assist financial advisers in a paraplanning/trainee adviser hybrid role.
- Write suitability reports.
- Prepare annual review packs for existing clients and build new business cases alongside a financial planner.
- Analyse and evaluate policy information for the purposes of providing advice.
- Shadow financial advisers in client meetings.
Requirements:
- A minimum of one year's industry experience.
- Started studying towards a Diploma in Regulated Financial Planning.
- Good knowledge and competency of varying adviser analytical software.
- Experience with Intelligent Office.
About the Opportunity:
This is an exciting opportunity to join a well-established company at its growth stage with great career development prospects.
