Trainee Paraplanner

Recruiter
Anonymous
Location
Lichfield
Salary
25000.00 - 32000.00 GBP Annual + GBP25000 - GBP32000/annum
Posted
15 Mar 2017
Closes
12 Apr 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
A successful, friendly, boutique wealth management IFA practice based in a beautiful, semi-rural location in the West Midlands, is seeking to appoint a Trainee Paraplanner. Relevant training will be provided where required.

You will support and assist the Paraplanner in delivering a first class service to the firm`s Financial Advisers and its HNW clients, facilitating the accurate and smooth delivery of Advisers` recommendations. You will manage your workload to ensure the continued efficient delivery of all facets of the advice process.

As the Trainee Paraplanner your duties will include:

- Researching funds and related products.
- Obtaining valuations of investments and accurate inputting of data for client reporting.
- Providing quality reports, under supervision.
- Dealing with clients` queries by phone and email.
- Calculation of investment performance and asset allocation analysis.
- Producing illustrations and comparison quotations.
- Pre-population of applications.
- Processing applications for clients in a timely and compliant manner, in respect of Pensions, Investments and Protection and liaising with providers.
- Calculation of clients` fees for invoicing.
- Analysing clients` details using fact finds and Advisers` meeting notes.
- Ensuring working practices are compliant with FCA rules and procedures.
- Ensuring compliance with Money Laundering Procedures and Data Protection.
- Compiling draft Net Worth statements, income and expenditure statements and financial cash flow forecast and discussing with Advisers.

To be a successful Trainee Paraplanner you will have the following skills and experience:

- Experience in an Administration role within an IFA firm and keen to progress your career to the next level.
- Competent in the use of Microsoft Word, Excel and Outlook.
- Experience in using some or all of the following: Intelligent Office, Transact Online, Truth Financial Planning software and The Exchange.
- Strong attention to detail, with superb communication, analytical and organisational skills.
- Be adaptable and show flexibility when needed.
- Some progress with professional qualifications would be welcomed, as would willingness to work towards these.


In return, the Trainee Paraplanner will receive a salary of GBP25,000 - GBP32,000 per annum, negotiable according to experience and qualifications.

The first stage of the application process is to apply online.

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