Paraplanning Assistant

3 days ago

Cranbrook, Kent, United Kingdom Brook Street UK Careers Full time

Job Title: Trainee Paraplanner

Salary: Up to £28,000 per annum

Location: Cranbrook

Hours: Monday to Friday, 9am to 5pm

About the Role:

We are seeking a highly organized and detail-oriented individual to join our paraplanning team as a Trainee Paraplanner. As a Trainee Paraplanner, you will assist the paraplanning team with tasks such as data entry, file organization, document preparation, and more.

Key Responsibilities:

  • Support the paraplanning team with administrative tasks, ensuring accurate and timely completion of tasks.
  • Work closely with financial advisers, paraplanners, and other team members to ensure seamless communication and collaboration.
  • Maintain accurate and confidential client records, adhering to data protection rules and regulations.
  • Collaborate with financial providers to gather necessary information and documents.
  • Conduct research and analyze data to support financial advisers and paraplanners in ongoing advice.
  • Document ongoing advice and create clear, detailed reports based on input from paraplanners and advisers.

What We Offer:

  • 25 days' annual leave
  • Employer pension contributions
  • Annual paid volunteering day
  • Cycle scheme
  • Birthday off after one year's full service (if it falls on a working day)
  • Apprenticeship scheme with a view to achieving the 'CII Certificate in Paraplanning' qualification
  • Healthcare after one year

About Us:

Our client specializes in providing high-quality bespoke wealth management advice to individuals, families, trustees, and businesses throughout the Southeast. We are committed to delivering exceptional service and building long-term relationships with our clients.

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