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Job Title: Trainee Paraplanner
Location: Sutton Coldfield (office based)
Salary: From £35k per annum depending on experience and qualifications
Job Type: Full-time, Permanent
Working Hours: 8.30am - 5pm Monday to Thurs, Friday 9am - 1pm
About us:
Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey.
We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals.
About the role:
We are seeking a detail-oriented and proactive Trainee Paraplanner to join our team within a dynamic Independent Financial Adviser (IFA) firm. This role is critical in providing technical support to financial advisers, our outsourced paraplanning provider, and compliance team. The successful candidate will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes.
Key Responsibilities:
- Provide technical support to our financial adviser team.
- Calculate and assess Capital Gains Tax (CGT) liabilities on investment disposals, including use of annual exemptions, allowable losses, and asset histories.
- Undertake chargeable event gain calculations for investment bonds and liaise with product
- Draft Suitability Reports and client recommendation letters ensuring accuracy and compliance.
- Assist in gathering, verifying, and analysing client data including fact finds, policy information, valuations, and cashflow reports.
- Liaise with product providers and platforms to obtain information, quotes, and up-to-date investment valuations. xgikmsk
- Monitor workflow and ensure all tasks are completed in line with service level agreements and compliance requirements.
- Maintain accurate and compliant client records in CRM and back-office systems (Int Please click on the apply button to read the full job description
