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Trainee Paraplanner

Posted on Jul 12, 2019 by CV-Library

City of London, City and County of the City of London, United Kingdom
Call Center & Customer Service
Immediate Start
£28k - £35k Annual
Full-Time
Our client is one of the UK's leading wealth management firms are now as a result of exciting expansion plans is looking to appoint a Paraplanner for their prestigious Moorgate offices the heart of the City.

While they would ideally like someone who is already Level 4 Diploma qualified they will consider applicants who perhaps senior administrators or already working for a Financial Planning firm as a trainee adviser or junior Paraplanners. They will provide full training and support to help you complete your exams, progress your career and achieve your full potential.

As a Paraplanner you will be an integral member of the Asset Review Team. You will be supporting a large team of Financial Advisers through research, calculations and report writing, working to strict deadlines and the regulatory framework in a timely manner. You will receive structured training and have clear development objectives that you will be expected to meet.

Responsibilities* include:

• Collating client product information from providers and reporting this in a clear and professional manner

• Documenting all correspondence to and from Providers

• Charges comparison analysis using in house software

• Ability to complete manual financial calculations. E.g. tax calculations, projections, etc.

• Producing suitability letters and presentation material in line with company standards • Working with compliance teams to ensure recommendations are viable

• Consulting with compliance teams and internal contacts for difficult cases

• Comparing fund performance using analytics to present to clients

• Processing and recording business transactions

• Keeping a high level of documentation standards on each case • Keeping abreast of regulatory and internal guidance

• Supporting the adviser teams with all financial planning, creating the most tax efficient and beneficial structure for each individual client

• Dealing with multiple advisers and holding regular review meetings with them • Training other members of the team on an ongoing basis.

• Technical meeting preparation of client’s files and agendas *this list is not exhaustive. Requirements: • Sound knowledge of financial services and products • Excellent communication and interpersonal skills • Articulate with exceptional attention to detail.

Skills:

• Highly effective time management and organisational skills

• Ability to work under pressure and to strict deadlines

• Proactive, self- motivated and able to take responsibility for own work under own initiative.

• Proficient in the use of Microsoft Office

Remuneration and benefits:

Our client recognises that good people are hard to find and they offer not just a highly competitive salary but an achievable annual bonus, pension, PMI scheme through BUPA, Medical through Babylon, Financial assistance for completion of Level 4 Diploma, Cycle to Work scheme, amazing overseas conferences ( New York - Greece) multiple Ad-hoc incentives, Birthday Lie-in's, Sell annual leave for cash, Gym, and active discounts

Reference: 210406343

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