Trainee Paraplanner

Overview

My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses.

Responsibilities

• join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA\’s
• recording new cases in the companies internal systems
• liaising with the Financial Advisers to obtain information to enable case completion
• producing suitability letters
• presenting cases to the Financial Advisers
• providing feedback on new business and cases directly to the Financial Advisers
• to finalist cases in line with the companies regulatory procedures

Qualifications / Experience

• The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are.
• Itdoes would be ideal if you have 1-3 years experience within Financial Services
• It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).