Trainee Paraplanner/ Financial Advisor

1 week ago

Sutton SM, United Kingdom Turpin Barker Armstrong Full time £25,000 - £26,000 per year

We are an ACCA Accountancy Practice, Insolvency Practitioners and Chartered Financial Advisors, who have served our clients for over 35 years, we have a heritage we are extremely proud of. More importantly, however, is the future: our ten Partners and sixty other team members are excited by the opportunities we provide to help our clients reach their financial goals.

Turpin Barker Armstrong's Wealth Management division supplies clients with pensions, savings and investment advice and recommendations, including planning for retirement. The cornerstone of our service is our comprehensive Financial Review. We advise not only Turpin Barker Armstrong clients, but also in alliance with the clients of other accountants and solicitors.

The role:

This trainee paraplanner/financial advisor role is available within the financial services division of a growing accountancy practice based in Sutton.

As a trainee you will be required to study for your Level 4 Diploma in Regulated Financial Planning with the Chartered Insurance Institute whilst providing administrative assistance to the currently small department. Typically, your duties will require:

· Working with investment IT platforms to produce performance data for clients' portfolios

· Preparing documentation online and in paper format

· Corresponding with clients and keeping them informed throughout each stage of their relationship with us

· Processing requests for payment of funds to and from clients

· Liaising with investment managers to ensure the efficient investment and disinvestment of funds

· Researching appropriate financial planning and wealth management strategies

· Writing suitability reports alongside the advisor recommending appropriate courses of action for the client

· Undertaking cash flow modelling

· Chasing product providers for information about new and existing clients' financial products

· Managing your tasks to ensure their efficient and compliant completion

· Ensuring that business is conducted in a compliant manner by following the relevant appropriate processes

Candidate requirements:

· A minimum of 3 A levels grade C or above

· Excellent written and verbal communication skills and be able to liaise with third parties whilst maintaining discretion

· Confidence in using new IT systems

· Knowledge of Microsoft products

· A good fit with the rest of the department

· The ability to be both proactive and reactive

Confidence and the ability to occasionally work under pressure

Salary and benefits:

· £25,000 to £26,000

· 6.3 weeks holiday including bank holidays and Christmas shutdown (increasing after 1 year's service)

· 3 month probationary period

· Group personal pension 4% employer/employee contributions after successful completion of probationary period

· No parking fees (park on road)

· Hours 8.00am to 6.00pm Mon - Thurs

· Employee's Assistance Programme

Job Type: Full-time

Pay: £25,000.00-£26,000.00 per year

Benefits:

  • Company pension

Ability to commute/relocate:

  • Sutton SM1: reliably commute or plan to relocate before starting work (required)

Education:

  • A-Level or equivalent (preferred)

Work authorisation:

  • United Kingdom (required)

Work Location: In person

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