Paraplanning and Advisory Role
2 days ago
Are you looking for a challenging role that combines finance and administration? We are recruiting for a Trainee Wealth Adviser to join our team in Coulsdon, Surrey. As a Trainee Paraplanner, you will work closely with our wealth advisers, providing essential support with client management, technical reports, and investment transactions.
Job Description:In this role, you will have the opportunity to develop your skills and knowledge in financial planning, working with a experienced team to deliver exceptional results for our clients. Our ideal candidate will have previous administrative experience, CII exam results, and knowledge of major research systems.
Responsibilities:
- Support our wealth advisers with client management and administration
- Research and prepare financial planning solutions and investment strategies
- Prepare recommendation reports for client meetings
- Assist with the administration of IHT or Investment products
- Ensure accurate completion of high worth investment transactions
Requirements:
- Previous administrative experience and CII exam results required
- Familiarity with major research systems (e.g., Cashcalc, X-Plan, FE Analytics)
- Experience of the Pension Switch market and administration of IHT or Investment products
- Excellent IT skills and proficiency in Microsoft Office
Salary: £30,000 - £35,000 per annum
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